-39.3%
VG vs FIVN
-15.8%
-23.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | 0.0% |
| 7D | +1.7% | -2.3% | +4.0% | +2.1% |
| 30D | +16.0% | +12.4% | +3.6% | +12.9% |
| 3M | +9.7% | +36.0% | -26.3% | +1.4% |
| 6M | +29.6% | +86.0% | -56.4% | +8.2% |
| YTD | +112.0% | +65.9% | +46.1% | +82.4% |
| 1Y | +12.8% | +26.5% | -13.7% | +13.4% |
| All | -39.3% | -15.8% | -23.6% | -20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling