+384.8%
V vs FIVN
+105.2%
+279.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.4% | +0.1% |
| 7D | -2.9% | -9.6% | +6.7% | -1.5% |
| 30D | +1.9% | -11.9% | +13.8% | +3.6% |
| 3M | +13.2% | +40.1% | -26.8% | +6.5% |
| 6M | +16.7% | +68.3% | -51.6% | +5.2% |
| YTD | +5.4% | +51.5% | -46.1% | -3.9% |
| 1Y | +7.7% | +15.1% | -7.5% | +2.2% |
| 3Y | +52.0% | -55.6% | +107.6% | +62.2% |
| 5Y | +67.7% | -82.4% | +150.2% | +101.0% |
| 10Y | +384.8% | +114.5% | +270.3% | +243.9% |
| All | +384.8% | +105.2% | +279.6% | +243.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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