+406.6%
VOO vs FIVN
+292.8%
+113.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.6% | +0.2% |
| 7D | +0.5% | -8.2% | +8.8% | +1.6% |
| 30D | -0.9% | -8.1% | +7.2% | 0.0% |
| 3M | +3.9% | +34.9% | -31.0% | -0.9% |
| 6M | +14.5% | +72.6% | -58.1% | +4.6% |
| YTD | +13.0% | +55.8% | -42.8% | +4.1% |
| 1Y | +19.4% | +17.1% | +2.3% | +14.0% |
| 3Y | +78.9% | -54.3% | +133.2% | +87.6% |
| 5Y | +82.3% | -81.6% | +163.8% | +106.7% |
| 10Y | +314.2% | +109.2% | +205.0% | +256.6% |
| All | +406.6% | +292.8% | +113.8% | +310.2% |
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