+46.8%
VCIT vs FIVN
+318.5%
-271.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.0% |
| 3M | -1.0% | +36.0% | -37.0% | -1.6% |
| 6M | -1.8% | +86.0% | -87.8% | -3.0% |
| YTD | -0.7% | +65.9% | -66.6% | -1.7% |
| 1Y | +1.0% | +26.5% | -25.5% | +0.3% |
| 3Y | +18.8% | -54.2% | +73.1% | +19.6% |
| 5Y | +3.5% | -80.5% | +83.9% | +4.4% |
| 10Y | +29.2% | +109.6% | -80.4% | +30.6% |
| All | +46.8% | +318.5% | -271.7% | +49.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling