+911.8%
VLO vs FIVN
+115.6%
+796.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +4.0% | -11.3% | +15.3% | +4.9% |
| 30D | +19.0% | -7.3% | +26.3% | +19.6% |
| 3M | +50.0% | +41.7% | +8.3% | +45.1% |
| 6M | +79.1% | +78.3% | +0.9% | +69.3% |
| YTD | +140.3% | +50.9% | +89.4% | +129.4% |
| 1Y | +148.3% | +19.7% | +128.7% | +141.1% |
| 3Y | +194.6% | -55.7% | +250.4% | +199.2% |
| 5Y | +609.6% | -82.6% | +692.1% | +642.1% |
| All | +911.8% | +115.6% | +796.2% | +698.5% |
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