+25.3%
VSAT vs FIVN
-82.9%
+108.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.9% | -4.1% |
| 7D | +5.9% | -2.8% | +8.7% | +6.8% |
| 30D | +9.7% | -17.4% | +27.1% | +14.5% |
| 3M | -18.3% | -19.2% | +0.9% | -15.0% |
| 6M | -4.1% | +29.4% | -33.4% | -16.3% |
| YTD | +96.5% | +36.3% | +60.3% | +61.4% |
| 1Y | +89.3% | +33.5% | +55.8% | +56.5% |
| 3Y | +270.1% | -56.8% | +326.9% | +334.4% |
| All | +25.3% | -82.9% | +108.2% | +78.1% |
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 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