+142.7%
VEU vs FIVN
+285.7%
-143.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.3% | +0.9% |
| 7D | -1.4% | -7.8% | +6.4% | -0.6% |
| 30D | -0.4% | -1.7% | +1.3% | -0.4% |
| 3M | +2.5% | +47.2% | -44.7% | -2.2% |
| 6M | +11.1% | +82.7% | -71.6% | +2.6% |
| YTD | +16.5% | +52.9% | -36.4% | +9.2% |
| 1Y | +22.9% | +17.5% | +5.4% | +18.3% |
| 3Y | +73.4% | -55.8% | +129.2% | +81.2% |
| 5Y | +56.1% | -82.3% | +138.4% | +74.1% |
| 10Y | +153.0% | +116.5% | +36.5% | +116.3% |
| All | +142.7% | +285.7% | -143.0% | +93.4% |
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