+470.4%
VRTX vs FIVN
+86.2%
+384.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.3% |
| 7D | -1.6% | -2.8% | +1.3% | -1.2% |
| 30D | +8.0% | -17.4% | +25.5% | +10.3% |
| 3M | +4.3% | -19.2% | +23.5% | +6.3% |
| 6M | +18.9% | +29.4% | -10.5% | +12.6% |
| YTD | +18.8% | +36.3% | -17.5% | +9.9% |
| 1Y | +24.0% | +33.5% | -9.5% | +14.9% |
| 3Y | +42.1% | -56.8% | +99.0% | +51.2% |
| 5Y | +187.6% | -83.0% | +270.6% | +247.5% |
| All | +470.4% | +86.2% | +384.2% | +293.1% |
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 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