+1,934.0%
VRT vs FIVN
-16.6%
+1,950.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -3.0% |
| 7D | +10.5% | -2.8% | +13.4% | +11.2% |
| 30D | -9.3% | -17.4% | +8.1% | -6.5% |
| 3M | -29.6% | -19.2% | -10.4% | -27.5% |
| 6M | -45.4% | +29.4% | -74.7% | -49.8% |
| YTD | +24.8% | +36.3% | -11.4% | +9.5% |
| 1Y | +23.6% | +33.5% | -9.8% | +8.8% |
| 3Y | +379.7% | -56.8% | +436.5% | +427.9% |
| 5Y | +660.3% | -83.0% | +743.3% | +875.9% |
| All | +1,934.0% | -16.6% | +1,950.6% | +2,206.9% |
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