+263.3%
VICR vs FIVN
+27.5%
+235.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +5.4% |
| 7D | +0.4% | -2.3% | +2.7% | +0.4% |
| 30D | -13.9% | +12.4% | -26.3% | -13.8% |
| 3M | -38.4% | +36.0% | -74.4% | -37.4% |
| 6M | -7.2% | +86.0% | -93.2% | -10.8% |
| YTD | +72.0% | +65.9% | +6.1% | +70.3% |
| 1Y | +263.3% | +26.5% | +236.8% | +291.2% |
| All | +263.3% | +27.5% | +235.8% | +291.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling