+24.5%
VEA vs FIVN
+20.3%
+4.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +1.0% |
| 7D | -1.5% | -7.8% | +6.4% | -1.3% |
| 30D | -0.8% | -1.7% | +0.9% | -0.8% |
| 3M | +2.5% | +47.2% | -44.7% | +1.6% |
| 6M | +11.1% | +82.7% | -71.6% | +8.6% |
| YTD | +17.2% | +52.9% | -35.7% | +15.5% |
| 1Y | +24.5% | +17.5% | +7.0% | +24.5% |
| All | +24.5% | +20.3% | +4.2% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling