+769.3%
VST vs FIVN
-80.6%
+849.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +6.0% | +3.8% |
| 7D | +8.9% | -2.3% | +11.2% | +9.2% |
| 30D | +6.2% | +12.4% | -6.2% | +4.3% |
| 3M | -2.7% | +36.0% | -38.7% | -7.2% |
| 6M | -8.4% | +86.0% | -94.3% | -17.4% |
| YTD | -7.2% | +65.9% | -73.1% | -15.3% |
| 1Y | -20.9% | +26.5% | -47.4% | -24.9% |
| 3Y | +384.0% | -54.2% | +438.2% | +396.2% |
| All | +769.3% | -80.6% | +849.9% | +780.2% |
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