+15.4%
VSAT vs FIVN
+318.5%
-303.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.4% | +7.5% | +5.5% |
| 7D | +11.8% | -2.3% | +14.1% | +12.2% |
| 30D | -7.0% | +12.4% | -19.4% | -9.8% |
| 3M | +3.3% | +36.0% | -32.7% | -4.2% |
| 6M | +57.4% | +86.0% | -28.5% | +34.1% |
| YTD | +118.6% | +65.9% | +52.6% | +89.0% |
| 1Y | +150.2% | +26.5% | +123.7% | +128.9% |
| 3Y | +160.7% | -54.2% | +214.9% | +181.9% |
| 5Y | +51.2% | -80.5% | +131.6% | +74.8% |
| 10Y | -0.7% | +109.6% | -110.3% | -19.1% |
| All | +15.4% | +318.5% | -303.1% | -17.9% |
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 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