+153.4%
VEA vs FIVN
+282.0%
-128.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.6% |
| 7D | +0.3% | -9.6% | +9.9% | +1.3% |
| 30D | +0.4% | -11.9% | +12.4% | +1.6% |
| 3M | +4.8% | +40.1% | -35.3% | +0.6% |
| 6M | +11.3% | +68.3% | -57.1% | +3.7% |
| YTD | +17.4% | +51.5% | -34.1% | +10.2% |
| 1Y | +26.2% | +15.1% | +11.1% | +21.8% |
| 3Y | +77.7% | -55.6% | +133.3% | +85.4% |
| 5Y | +60.9% | -82.4% | +143.4% | +78.8% |
| 10Y | +163.6% | +114.5% | +49.1% | +126.4% |
| All | +153.4% | +282.0% | -128.6% | +103.8% |
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