+153.0%
VLO vs FIVN
+20.3%
+132.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.2% |
| 7D | +5.3% | -7.8% | +13.2% | +5.7% |
| 30D | +18.2% | -1.7% | +20.0% | +18.2% |
| 3M | +53.3% | +47.2% | +6.1% | +49.1% |
| 6M | +70.4% | +82.7% | -12.3% | +65.0% |
| YTD | +143.4% | +52.9% | +90.5% | +137.4% |
| 1Y | +153.0% | +17.5% | +135.5% | +148.9% |
| All | +153.0% | +20.3% | +132.7% | +148.9% |
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 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