+177.1%
VRTX vs FIVN
-82.0%
+259.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -1.3% |
| 7D | -6.4% | -9.6% | +3.2% | -5.7% |
| 30D | -0.5% | -11.9% | +11.4% | +0.3% |
| 3M | +16.9% | +40.1% | -23.2% | +13.6% |
| 6M | +13.1% | +68.3% | -55.3% | +7.5% |
| YTD | +14.9% | +51.5% | -36.5% | +9.9% |
| 1Y | +31.4% | +15.1% | +16.3% | +28.4% |
| 3Y | +51.9% | -55.6% | +107.5% | +58.1% |
| 5Y | +177.1% | -82.4% | +259.5% | +201.7% |
| All | +177.1% | -82.0% | +259.1% | +201.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling