+63.4%
VSH vs FIVN
+55.4%
+8.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.7% | -5.2% |
| 7D | -13.6% | -3.4% | -10.2% | -13.5% |
| 30D | -30.4% | +5.8% | -36.1% | -30.5% |
| 3M | -33.3% | +22.0% | -55.3% | -34.0% |
| 6M | -15.1% | +55.7% | -70.8% | -16.0% |
| YTD | +80.2% | +81.3% | -1.1% | +79.0% |
| 1Y | +63.4% | +58.0% | +5.4% | +77.6% |
| All | +63.4% | +55.4% | +8.0% | +77.6% |
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