-9.5%
VMC vs FIVN
+27.5%
-37.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.4% | +1.0% |
| 7D | -4.3% | -2.3% | -2.0% | -4.3% |
| 30D | -8.2% | +12.4% | -20.6% | -8.6% |
| 3M | -7.0% | +36.0% | -43.1% | -7.8% |
| 6M | -10.8% | +86.0% | -96.7% | -11.8% |
| YTD | -7.4% | +65.9% | -73.3% | -8.8% |
| 1Y | -9.5% | +26.5% | -36.0% | -8.0% |
| All | -9.5% | +27.5% | -37.0% | -8.0% |
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 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