+150.2%
VSAT vs FIVN
+27.5%
+122.8%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.4% | +7.5% | +5.1% |
| 7D | +11.8% | -2.3% | +14.1% | +11.9% |
| 30D | -7.0% | +12.4% | -19.4% | -7.7% |
| 3M | +3.3% | +36.0% | -32.7% | +1.6% |
| 6M | +57.4% | +86.0% | -28.5% | +45.7% |
| YTD | +118.6% | +65.9% | +52.6% | +106.9% |
| 1Y | +150.2% | +26.5% | +123.7% | +157.7% |
| All | +150.2% | +27.5% | +122.8% | +157.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling