+54.2%
VRTX vs FIVN
-55.5%
+109.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.1% | +3.0% | -2.8% |
| 7D | -3.4% | -8.2% | +4.8% | -2.9% |
| 30D | +6.6% | -8.1% | +14.7% | +7.1% |
| 3M | +19.4% | +34.9% | -15.5% | +17.1% |
| 6M | +15.8% | +72.6% | -56.8% | +11.4% |
| YTD | +16.7% | +55.8% | -39.1% | +12.7% |
| 1Y | +33.8% | +17.1% | +16.7% | +31.4% |
| 3Y | +54.2% | -54.3% | +108.5% | +61.2% |
| All | +54.2% | -55.5% | +109.7% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling