+346.9%
FIVN vs VT
+227.7%
+119.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.0% | -1.3% |
| 7D | -8.7% | -4.2% | -4.6% | -3.9% |
| 30D | +2.6% | -5.8% | +8.4% | +10.3% |
| 3M | +15.3% | -5.2% | +20.6% | +23.6% |
| 6M | +40.7% | +0.1% | +40.6% | +40.1% |
| YTD | +70.3% | +8.2% | +62.0% | +54.4% |
| 1Y | +50.0% | +10.1% | +39.9% | +33.5% |
| 3Y | -46.1% | +69.7% | -115.7% | -70.1% |
| 5Y | -76.9% | +53.4% | -130.3% | -85.4% |
| 10Y | +149.2% | +219.2% | -70.0% | -22.7% |
| All | +346.9% | +227.7% | +119.2% | +40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling