+22.2%
VFC vs FIVN
+31.4%
-9.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.1% | +6.3% | +3.5% |
| 7D | +1.6% | -2.8% | +4.5% | +1.9% |
| 30D | +25.5% | -17.4% | +42.9% | +27.1% |
| 3M | +41.3% | -19.2% | +60.5% | +42.7% |
| 6M | +22.2% | +29.4% | -7.1% | +18.3% |
| All | +22.2% | +31.4% | -9.2% | +18.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling