+30.9%
VCIT vs FIVN
+104.7%
-73.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.1% | 0.0% |
| 7D | -0.5% | -22.8% | +22.3% | 0.0% |
| 30D | +1.0% | -21.3% | +22.3% | +1.4% |
| 3M | -1.4% | -14.0% | +12.6% | -1.2% |
| 6M | -2.1% | +31.1% | -33.2% | -2.9% |
| YTD | -1.8% | +40.0% | -41.8% | -2.9% |
| 1Y | -1.4% | +38.1% | -39.4% | -2.5% |
| 3Y | +19.3% | -55.7% | +74.9% | +20.4% |
| 5Y | +4.1% | -82.5% | +86.7% | +6.1% |
| 10Y | +30.9% | +92.4% | -61.4% | +32.1% |
| All | +30.9% | +104.7% | -73.8% | +32.1% |
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