+16.4%
VCLT vs FIVN
+118.5%
-102.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | 0.0% |
| 7D | -1.4% | -7.8% | +6.5% | -1.0% |
| 30D | -1.2% | -1.7% | +0.6% | -1.1% |
| 3M | -4.8% | +47.2% | -52.0% | -6.7% |
| 6M | -2.6% | +82.7% | -85.3% | -5.8% |
| YTD | -3.3% | +52.9% | -56.3% | -6.0% |
| 1Y | -4.8% | +17.5% | -22.3% | -6.3% |
| 3Y | +11.5% | -55.8% | +67.3% | +13.9% |
| 5Y | -17.0% | -82.3% | +65.4% | -13.3% |
| All | +16.4% | +118.5% | -102.1% | +15.2% |
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