+244.4%
VIG vs FIVN
+118.5%
+125.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.6% |
| 7D | -1.1% | -7.8% | +6.8% | -0.2% |
| 30D | -2.7% | -1.7% | -1.0% | -2.7% |
| 3M | +2.5% | +47.2% | -44.6% | -2.5% |
| 6M | +9.2% | +82.7% | -73.5% | +0.3% |
| YTD | +9.8% | +52.9% | -43.1% | +2.5% |
| 1Y | +12.4% | +17.5% | -5.1% | +8.0% |
| 3Y | +55.9% | -55.8% | +111.7% | +63.6% |
| 5Y | +63.9% | -82.3% | +146.3% | +85.5% |
| All | +244.4% | +118.5% | +125.9% | +187.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling