+8.1%
VIG vs FIVN
+71.4%
-63.3%
-5.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.2% | -0.5% |
| 7D | -1.2% | -9.6% | +8.4% | -1.0% |
| 30D | -2.8% | -11.9% | +9.1% | -2.6% |
| 3M | +2.5% | +40.1% | -37.6% | +2.1% |
| 6M | +8.1% | +68.3% | -60.3% | +8.9% |
| All | +8.1% | +71.4% | -63.3% | +8.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling