+13.8%
VRT vs FIVN
+55.4%
-41.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.6% | -14.5% | -12.7% |
| 7D | -15.4% | -3.4% | -12.0% | -15.7% |
| 30D | -19.0% | +5.8% | -24.7% | -18.3% |
| 3M | -23.8% | +22.0% | -45.9% | -21.0% |
| 6M | -37.9% | +55.7% | -93.6% | -31.5% |
| YTD | +27.0% | +81.3% | -54.3% | +45.8% |
| 1Y | +13.8% | +58.0% | -44.2% | +36.5% |
| All | +13.8% | +55.4% | -41.6% | +36.5% |
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