+115.8%
FIVN vs VT
+222.7%
-107.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.3% | +0.4% | -2.7% | -2.8% |
| 30D | +12.4% | +1.0% | +11.4% | +11.3% |
| 3M | +36.0% | +2.4% | +33.6% | +31.9% |
| 6M | +86.0% | +12.0% | +74.0% | +60.1% |
| YTD | +65.9% | +15.3% | +50.6% | +38.1% |
| 1Y | +26.5% | +22.6% | +3.9% | -2.0% |
| 3Y | -54.2% | +74.7% | -128.9% | -76.2% |
| 5Y | -80.5% | +66.1% | -146.6% | -89.1% |
| All | +115.8% | +222.7% | -107.0% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling