+471.6%
VLO vs FIVN
-82.6%
+554.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.1% |
| 7D | +6.8% | -17.4% | +24.2% | +8.4% |
| 30D | -17.9% | -20.4% | +2.5% | -16.4% |
| 3M | +13.5% | -9.6% | +23.2% | +13.8% |
| 6M | +53.0% | +34.7% | +18.4% | +46.3% |
| YTD | +133.7% | +40.6% | +93.1% | +120.6% |
| 1Y | +115.7% | +34.3% | +81.4% | +104.4% |
| 3Y | +231.9% | -55.5% | +287.4% | +235.1% |
| 5Y | +471.6% | -82.5% | +554.0% | +493.5% |
| All | +471.6% | -82.6% | +554.2% | +493.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling