+977.3%
VLO vs FIVN
+318.5%
+658.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.2% |
| 7D | +5.2% | -2.3% | +7.5% | +5.4% |
| 30D | +22.6% | +12.4% | +10.2% | +21.1% |
| 3M | +43.8% | +36.0% | +7.8% | +39.3% |
| 6M | +65.7% | +86.0% | -20.2% | +55.6% |
| YTD | +131.1% | +65.9% | +65.2% | +118.3% |
| 1Y | +143.6% | +26.5% | +117.1% | +135.0% |
| 3Y | +201.4% | -54.2% | +255.6% | +207.4% |
| 5Y | +568.9% | -80.5% | +649.3% | +607.4% |
| 10Y | +891.8% | +109.6% | +782.2% | +660.0% |
| All | +977.3% | +318.5% | +658.8% | +649.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling