+614.6%
VLO vs FIVN
-82.0%
+696.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.3% | +1.8% |
| 7D | +6.2% | -9.6% | +15.8% | +7.2% |
| 30D | +23.5% | -11.9% | +35.4% | +24.7% |
| 3M | +53.9% | +40.1% | +13.8% | +47.9% |
| 6M | +81.7% | +68.3% | +13.3% | +70.5% |
| YTD | +142.5% | +51.5% | +91.0% | +129.1% |
| 1Y | +145.4% | +15.1% | +130.3% | +138.1% |
| 3Y | +197.3% | -55.6% | +252.9% | +200.9% |
| 5Y | +614.6% | -82.4% | +697.0% | +647.4% |
| All | +614.6% | -82.0% | +696.6% | +647.4% |
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