+308.8%
FIVN vs VOO
+397.8%
-89.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.6% | -5.5% |
| 7D | -8.2% | +0.5% | -8.8% | -8.8% |
| 30D | -8.1% | -0.9% | -7.2% | -7.0% |
| 3M | +34.9% | +3.9% | +31.0% | +29.3% |
| 6M | +72.6% | +14.5% | +58.1% | +47.5% |
| YTD | +55.8% | +13.0% | +42.8% | +35.7% |
| 1Y | +17.1% | +19.4% | -2.3% | -3.8% |
| 3Y | -54.3% | +78.9% | -133.2% | -75.5% |
| 5Y | -81.6% | +82.3% | -163.8% | -90.0% |
| 10Y | +109.2% | +314.2% | -205.0% | -50.4% |
| All | +308.8% | +397.8% | -89.0% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling