+2,397.0%
VRT vs FIVN
-7.6%
+2,404.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | -7.7% | -11.3% | +3.6% | -5.7% |
| 30D | -12.0% | -7.3% | -4.7% | -10.9% |
| 3M | -11.7% | +41.7% | -53.4% | -19.3% |
| 6M | -8.1% | +78.3% | -86.3% | -22.0% |
| YTD | +53.2% | +50.9% | +2.4% | +33.1% |
| 1Y | +81.7% | +19.7% | +62.0% | +66.7% |
| 3Y | +535.3% | -55.7% | +591.0% | +604.6% |
| 5Y | +916.4% | -82.6% | +998.9% | +1,202.0% |
| All | +2,397.0% | -7.6% | +2,404.6% | +2,704.2% |
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 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