-13.8%
VFC vs FIVN
+15.3%
-29.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -3.3% | -11.3% | +8.0% | -1.5% |
| 30D | -14.0% | -7.3% | -6.7% | -13.2% |
| 3M | -22.6% | +41.7% | -64.2% | -27.1% |
| 6M | -24.7% | +78.3% | -103.0% | -34.1% |
| YTD | -29.0% | +50.9% | -79.8% | -34.4% |
| 1Y | -13.8% | +19.7% | -33.4% | -21.1% |
| All | -13.8% | +15.3% | -29.1% | -21.1% |
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