+1,142.3%
VST vs FIVN
+104.7%
+1,037.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +1.6% |
| 7D | +10.9% | -22.8% | +33.7% | +13.3% |
| 30D | -15.6% | -21.3% | +5.7% | -14.1% |
| 3M | -7.8% | -14.0% | +6.2% | -7.2% |
| 6M | -12.0% | +31.1% | -43.1% | -16.1% |
| YTD | -16.9% | +40.0% | -56.9% | -22.3% |
| 1Y | -25.1% | +38.1% | -63.2% | -29.9% |
| 3Y | +297.1% | -55.7% | +352.7% | +304.9% |
| 5Y | +641.9% | -82.5% | +724.4% | +694.9% |
| 10Y | +1,142.3% | +92.4% | +1,049.9% | +973.7% |
| All | +1,142.3% | +104.7% | +1,037.6% | +973.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling