+1,877.1%
VICR vs FIVN
+282.0%
+1,595.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.8% | -2.1% | -4.1% |
| 7D | +1.3% | -9.6% | +10.8% | +4.1% |
| 30D | -11.9% | -11.9% | 0.0% | -9.3% |
| 3M | -35.1% | +40.1% | -75.2% | -43.4% |
| 6M | +8.1% | +68.3% | -60.2% | -14.4% |
| YTD | +67.8% | +51.5% | +16.3% | +35.8% |
| 1Y | +267.3% | +15.1% | +252.2% | +224.4% |
| 3Y | +191.2% | -55.6% | +246.8% | +234.1% |
| 5Y | +48.1% | -82.4% | +130.5% | +111.6% |
| 10Y | +1,546.1% | +114.5% | +1,431.6% | +1,151.2% |
| All | +1,877.1% | +282.0% | +1,595.1% | +1,250.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling