+29.3%
VCIT vs FIVN
+103.9%
-74.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | 0.0% |
| 7D | +0.1% | -8.2% | +8.3% | +0.3% |
| 30D | -0.8% | -8.1% | +7.4% | -0.6% |
| 3M | -0.5% | +34.9% | -35.4% | -1.3% |
| 6M | -1.4% | +72.6% | -74.0% | -2.8% |
| YTD | -0.8% | +55.8% | -56.5% | -2.0% |
| 1Y | +0.3% | +17.1% | -16.8% | -0.4% |
| 3Y | +19.2% | -54.3% | +73.5% | +20.4% |
| 5Y | +3.6% | -81.6% | +85.1% | +5.5% |
| 10Y | +29.3% | +109.2% | -79.9% | +29.5% |
| All | +29.3% | +103.9% | -74.6% | +29.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling