+3.8%
VCIT vs FIVN
-80.6%
+84.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | 0.0% |
| 7D | -0.3% | -2.3% | +1.9% | -0.3% |
| 30D | -0.8% | +12.4% | -13.2% | -1.1% |
| 3M | -1.0% | +36.0% | -37.0% | -1.8% |
| 6M | -1.8% | +86.0% | -87.8% | -3.5% |
| YTD | -0.7% | +65.9% | -66.6% | -2.2% |
| 1Y | +1.0% | +26.5% | -25.5% | +0.1% |
| 3Y | +18.8% | -54.2% | +73.1% | +20.8% |
| All | +3.8% | -80.6% | +84.4% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling