+124.8%
VGT vs FIVN
-55.2%
+180.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +1.0% |
| 7D | -0.2% | -7.8% | +7.7% | +1.1% |
| 30D | -0.4% | -1.7% | +1.3% | -0.3% |
| 3M | +4.4% | +47.2% | -42.8% | -3.1% |
| 6M | +32.1% | +82.7% | -50.7% | +15.9% |
| YTD | +28.8% | +52.9% | -24.1% | +16.3% |
| 1Y | +35.3% | +17.5% | +17.9% | +28.8% |
| 3Y | +124.8% | -55.8% | +180.6% | +132.1% |
| All | +124.8% | -55.2% | +180.0% | +132.1% |
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