+790.3%
VLO vs FIVN
+86.2%
+704.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +1.5% |
| 7D | +9.6% | -2.8% | +12.5% | +9.9% |
| 30D | -17.4% | -17.4% | 0.0% | -16.4% |
| 3M | +10.8% | -19.2% | +29.9% | +11.9% |
| 6M | +56.9% | +29.4% | +27.6% | +51.9% |
| YTD | +136.8% | +36.3% | +100.5% | +126.6% |
| 1Y | +120.7% | +33.5% | +87.2% | +111.4% |
| 3Y | +231.9% | -56.8% | +288.8% | +236.8% |
| 5Y | +479.0% | -83.0% | +562.0% | +505.9% |
| All | +790.3% | +86.2% | +704.1% | +594.2% |
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