+172.6%
VSH vs FIVN
+318.5%
-145.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.4% | +6.9% | +4.9% |
| 7D | +4.1% | -2.3% | +6.3% | +4.5% |
| 30D | -4.2% | +12.4% | -16.6% | -6.8% |
| 3M | -50.0% | +36.0% | -86.0% | -53.7% |
| 6M | +80.2% | +86.0% | -5.8% | +53.7% |
| YTD | +121.1% | +65.9% | +55.2% | +91.3% |
| 1Y | +112.0% | +26.5% | +85.5% | +94.3% |
| 3Y | +22.5% | -54.2% | +76.7% | +31.7% |
| 5Y | +64.0% | -80.5% | +144.5% | +94.1% |
| 10Y | +170.4% | +109.6% | +60.7% | +110.2% |
| All | +172.6% | +318.5% | -145.8% | +88.3% |
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