+3.8%
VSAT vs FIVN
+243.6%
-239.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.9% | -4.4% |
| 7D | +5.9% | -2.8% | +8.7% | +6.5% |
| 30D | +9.7% | -17.4% | +27.1% | +13.0% |
| 3M | -18.3% | -19.2% | +0.9% | -16.0% |
| 6M | -4.1% | +29.4% | -33.4% | -11.8% |
| YTD | +96.5% | +36.3% | +60.3% | +74.4% |
| 1Y | +89.3% | +33.5% | +55.8% | +68.7% |
| 3Y | +270.1% | -56.8% | +326.9% | +302.2% |
| 5Y | +26.4% | -83.0% | +109.4% | +49.4% |
| 10Y | -16.5% | +87.3% | -103.8% | -30.8% |
| All | +3.8% | +243.6% | -239.9% | -24.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling