-44.6%
VG vs FIVN
-30.8%
-13.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.4% |
| 7D | +14.0% | -2.8% | +16.8% | +14.4% |
| 30D | -1.0% | -17.4% | +16.4% | +1.5% |
| 3M | -2.7% | -19.2% | +16.5% | -0.5% |
| 6M | +1.5% | +29.4% | -27.9% | -8.2% |
| YTD | +93.7% | +36.3% | +57.4% | +70.1% |
| 1Y | +68.5% | +33.5% | +35.1% | +48.3% |
| All | -44.6% | -30.8% | -13.7% | -25.5% |
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 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