+2,723.0%
VRT vs FIVN
+1.6%
+2,721.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.4% | +6.8% | +4.8% |
| 7D | +9.1% | -2.3% | +11.4% | +9.6% |
| 30D | +0.9% | +12.4% | -11.5% | -2.1% |
| 3M | -13.4% | +36.0% | -49.4% | -19.9% |
| 6M | +11.7% | +86.0% | -74.3% | -5.8% |
| YTD | +73.2% | +65.9% | +7.3% | +47.9% |
| 1Y | +123.4% | +26.5% | +96.9% | +103.3% |
| 3Y | +606.2% | -54.2% | +660.4% | +680.9% |
| 5Y | +899.9% | -80.5% | +980.3% | +1,155.6% |
| All | +2,723.0% | +1.6% | +2,721.5% | +3,015.4% |
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