+11.7%
VRT vs FIVN
+88.3%
-76.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.4% | +6.8% | +3.9% |
| 7D | +9.1% | -2.3% | +11.4% | +8.7% |
| 30D | +0.9% | +12.4% | -11.5% | +3.4% |
| 3M | -13.4% | +36.0% | -49.4% | -5.2% |
| 6M | +11.7% | +86.0% | -74.3% | +27.1% |
| All | +11.7% | +88.3% | -76.6% | +27.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling