+65.6%
VSH vs FIVN
-82.6%
+148.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | +3.1% | -11.3% | +14.4% | +5.8% |
| 30D | -5.7% | -7.3% | +1.6% | -4.5% |
| 3M | -42.5% | +41.7% | -84.2% | -48.1% |
| 6M | +82.7% | +78.3% | +4.4% | +52.1% |
| YTD | +118.2% | +50.9% | +67.4% | +87.5% |
| 1Y | +109.7% | +19.7% | +90.0% | +92.0% |
| 3Y | +35.3% | -55.7% | +91.0% | +47.4% |
| 5Y | +65.6% | -82.6% | +148.2% | +96.9% |
| All | +65.6% | -82.6% | +148.2% | +96.9% |
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 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