+573.1%
VRT vs FIVN
-55.7%
+628.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.8% | -6.9% | -9.3% |
| 7D | +2.4% | -9.6% | +12.0% | +3.4% |
| 30D | -2.7% | -11.9% | +9.3% | -1.6% |
| 3M | -9.2% | +40.1% | -49.3% | -13.5% |
| 6M | -0.5% | +68.3% | -68.9% | -9.4% |
| YTD | +62.3% | +51.5% | +10.9% | +49.6% |
| 1Y | +109.6% | +15.1% | +94.4% | +107.9% |
| All | +573.1% | -55.7% | +628.7% | +661.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling