+45.4%
VCIT vs FIVN
+253.7%
-208.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -17.6% | +17.5% | +0.1% |
| 7D | +0.1% | -22.6% | +22.7% | +0.5% |
| 30D | +1.9% | -16.8% | +18.7% | +2.1% |
| 3M | -1.4% | -0.9% | -0.6% | -1.6% |
| 6M | -2.1% | +28.4% | -30.5% | -2.7% |
| YTD | -1.6% | +40.2% | -41.9% | -2.5% |
| 1Y | -0.9% | +30.5% | -31.5% | -1.7% |
| 3Y | +20.0% | -56.2% | +76.2% | +20.7% |
| 5Y | +3.1% | -81.0% | +84.1% | +4.2% |
| 10Y | +28.7% | +105.3% | -76.5% | +30.4% |
| All | +45.4% | +253.7% | -208.3% | +48.6% |
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