+30.1%
VIK vs FIVN
+20.3%
+9.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +1.1% |
| 7D | -0.9% | -7.8% | +6.9% | -0.5% |
| 30D | -18.4% | -1.7% | -16.7% | -18.4% |
| 3M | -8.8% | +47.2% | -56.0% | -11.2% |
| 6M | +17.1% | +82.7% | -65.6% | +8.9% |
| YTD | +19.0% | +52.9% | -33.9% | +14.2% |
| 1Y | +30.1% | +17.5% | +12.7% | +28.8% |
| All | +30.1% | +20.3% | +9.8% | +28.8% |
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