+1,046.5%
VEEV vs FIVN
+292.8%
+753.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.1% | +2.4% | -1.7% |
| 7D | -5.2% | -8.2% | +3.1% | -2.4% |
| 30D | +14.9% | -8.1% | +23.0% | +18.3% |
| 3M | +58.4% | +34.9% | +23.5% | +42.1% |
| 6M | +35.5% | +72.6% | -37.2% | +10.9% |
| YTD | +18.6% | +55.8% | -37.1% | -0.4% |
| 1Y | -6.3% | +17.1% | -23.5% | -14.8% |
| 3Y | +20.2% | -54.3% | +74.5% | +39.4% |
| 5Y | -13.8% | -81.6% | +67.7% | +27.9% |
| 10Y | +542.0% | +109.2% | +432.9% | +366.4% |
| All | +1,046.5% | +292.8% | +753.7% | +595.8% |
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