-38.0%
VG vs FIVN
-20.9%
-17.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.1% | +8.3% | +3.2% |
| 7D | -2.5% | -8.2% | +5.7% | -1.1% |
| 30D | +11.1% | -8.1% | +19.2% | +12.6% |
| 3M | +14.9% | +34.9% | -20.0% | +5.6% |
| 6M | +18.4% | +72.6% | -54.3% | +0.3% |
| YTD | +116.6% | +55.8% | +60.8% | +88.3% |
| 1Y | +9.4% | +17.1% | -7.8% | +12.2% |
| All | -38.0% | -20.9% | -17.1% | -17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling