+193.8%
VLO vs FIVN
-55.7%
+249.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.3% | +1.9% |
| 7D | +6.2% | -9.6% | +15.8% | +7.4% |
| 30D | +23.5% | -11.9% | +35.4% | +25.0% |
| 3M | +53.9% | +40.1% | +13.8% | +46.2% |
| 6M | +81.7% | +68.3% | +13.3% | +67.5% |
| YTD | +142.5% | +51.5% | +91.0% | +125.8% |
| 1Y | +145.4% | +15.1% | +130.3% | +137.9% |
| All | +193.8% | -55.7% | +249.5% | +188.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling