+32.1%
VSH vs FIVN
-56.5%
+88.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -3.5% |
| 7D | +14.3% | -2.8% | +17.2% | +15.2% |
| 30D | -7.9% | -17.4% | +9.6% | -4.4% |
| 3M | -19.9% | -19.2% | -0.7% | -17.1% |
| 6M | -30.5% | +29.4% | -59.9% | -37.8% |
| YTD | +85.7% | +36.3% | +49.4% | +58.2% |
| 1Y | +98.9% | +33.5% | +65.5% | +70.7% |
| 3Y | +32.1% | -56.8% | +88.9% | +46.7% |
| All | +32.1% | -56.5% | +88.6% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling