-82.5%
FIVN vs VT
+59.8%
-142.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | -0.6% |
| 7D | -22.8% | -0.7% | -22.1% | -21.9% |
| 30D | -21.3% | -1.7% | -19.6% | -18.9% |
| 3M | -14.0% | -2.3% | -11.7% | -10.5% |
| 6M | +31.1% | +1.5% | +29.6% | +27.6% |
| YTD | +40.0% | +12.0% | +28.0% | +14.9% |
| 1Y | +38.1% | +12.9% | +25.2% | +12.0% |
| 3Y | -55.7% | +74.9% | -130.6% | -82.4% |
| 5Y | -82.5% | +59.9% | -142.4% | -92.1% |
| All | -82.5% | +59.8% | -142.3% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling