+7.2%
VNQ vs FIVN
-82.2%
+89.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.6% |
| 7D | -1.3% | -7.8% | +6.6% | -0.4% |
| 30D | -2.6% | -1.7% | -0.8% | -2.5% |
| 3M | -2.0% | +47.2% | -49.2% | -6.7% |
| 6M | +4.3% | +82.7% | -78.4% | -4.4% |
| YTD | +9.2% | +52.9% | -43.7% | +1.9% |
| 1Y | +5.6% | +17.5% | -11.9% | +1.7% |
| 3Y | +30.8% | -55.8% | +86.7% | +40.3% |
| All | +7.2% | -82.2% | +89.4% | +19.7% |
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