+47.1%
VSAT vs FIVN
-82.0%
+129.2%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.8% | -4.2% | -6.2% |
| 7D | +3.5% | -9.6% | +13.1% | +6.3% |
| 30D | -14.7% | -11.9% | -2.8% | -12.1% |
| 3M | +13.2% | +40.1% | -26.9% | -0.3% |
| 6M | +57.4% | +68.3% | -11.0% | +25.8% |
| YTD | +110.0% | +51.5% | +58.5% | +71.4% |
| 1Y | +134.4% | +15.1% | +119.3% | +110.7% |
| 3Y | +203.5% | -55.6% | +259.1% | +256.4% |
| 5Y | +47.1% | -82.4% | +129.6% | +99.9% |
| All | +47.1% | -82.0% | +129.2% | +99.9% |
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