+40.8%
VCLT vs FIVN
+282.0%
-241.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | -0.1% |
| 7D | 0.0% | -9.6% | +9.6% | +0.3% |
| 30D | +0.1% | -11.9% | +12.0% | +0.5% |
| 3M | -2.9% | +40.1% | -43.0% | -4.2% |
| 6M | -4.0% | +68.3% | -72.3% | -6.1% |
| YTD | -2.2% | +51.5% | -53.7% | -4.2% |
| 1Y | -2.6% | +15.1% | -17.7% | -3.7% |
| 3Y | +12.3% | -55.6% | +67.9% | +13.7% |
| 5Y | -16.4% | -82.4% | +66.1% | -14.2% |
| 10Y | +18.1% | +114.5% | -96.4% | +20.4% |
| All | +40.8% | +282.0% | -241.2% | +46.7% |
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