+426.7%
VRTX vs FIVN
+118.5%
+308.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | 0.0% |
| 7D | -5.6% | -7.8% | +2.2% | -4.6% |
| 30D | -2.0% | -1.7% | -0.2% | -1.9% |
| 3M | +15.8% | +47.2% | -31.4% | +9.1% |
| 6M | +4.7% | +82.7% | -78.0% | -5.5% |
| YTD | +13.7% | +52.9% | -39.2% | +4.6% |
| 1Y | +29.7% | +17.5% | +12.2% | +23.6% |
| 3Y | +48.4% | -55.8% | +104.3% | +58.8% |
| 5Y | +173.3% | -82.3% | +255.7% | +230.6% |
| All | +426.7% | +118.5% | +308.2% | +297.6% |
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