+251.8%
VO vs FIVN
+318.5%
-66.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.1% |
| 7D | -0.3% | -2.3% | +2.0% | 0.0% |
| 30D | -0.3% | +12.4% | -12.7% | -2.4% |
| 3M | +2.9% | +36.0% | -33.1% | -2.3% |
| 6M | +9.3% | +86.0% | -76.6% | -2.1% |
| YTD | +14.2% | +65.9% | -51.7% | +3.4% |
| 1Y | +15.3% | +26.5% | -11.2% | +8.3% |
| 3Y | +56.2% | -54.2% | +110.5% | +65.3% |
| 5Y | +42.4% | -80.5% | +122.9% | +62.9% |
| 10Y | +194.7% | +109.6% | +85.1% | +151.8% |
| All | +251.8% | +318.5% | -66.7% | +179.8% |
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