-68.4%
VFC vs FIVN
-82.9%
+14.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.1% | +6.3% | +4.2% |
| 7D | +1.6% | -2.8% | +4.5% | +2.4% |
| 30D | +25.5% | -17.4% | +42.9% | +31.3% |
| 3M | +41.3% | -19.2% | +60.5% | +47.2% |
| 6M | +22.2% | +29.4% | -7.1% | +6.7% |
| YTD | +16.4% | +36.3% | -19.9% | -3.8% |
| 1Y | +38.4% | +33.5% | +5.0% | +15.2% |
| 3Y | +56.2% | -56.8% | +113.1% | +78.0% |
| All | -68.4% | -82.9% | +14.6% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling