-34.9%
VST vs FIVN
+55.4%
-90.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.6% | -15.4% | -13.8% |
| 7D | -15.7% | -3.4% | -12.3% | -15.8% |
| 30D | -17.0% | +5.8% | -22.7% | -16.8% |
| 3M | -15.9% | +22.0% | -37.9% | -15.3% |
| 6M | -25.0% | +55.7% | -80.7% | -24.0% |
| YTD | -25.1% | +81.3% | -106.4% | -25.5% |
| 1Y | -34.9% | +58.0% | -92.8% | -35.8% |
| All | -34.9% | +55.4% | -90.3% | -35.8% |
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