+192.1%
VO vs FIVN
+115.6%
+76.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -2.5% | -11.3% | +8.8% | -0.7% |
| 30D | -3.2% | -7.3% | +4.1% | -2.3% |
| 3M | +3.9% | +41.7% | -37.8% | -2.7% |
| 6M | +9.6% | +78.3% | -68.6% | -2.6% |
| YTD | +11.6% | +50.9% | -39.3% | +1.3% |
| 1Y | +12.6% | +19.7% | -7.0% | +5.9% |
| 3Y | +55.4% | -55.7% | +111.1% | +67.0% |
| 5Y | +41.8% | -82.6% | +124.4% | +70.1% |
| All | +192.1% | +115.6% | +76.5% | +142.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling