+1,002.6%
VST vs FIVN
+75.6%
+926.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -17.6% | +28.2% | +12.1% |
| 7D | -9.8% | -22.6% | +12.8% | -7.9% |
| 30D | -25.1% | -16.8% | -8.4% | -24.2% |
| 3M | -11.6% | -0.9% | -10.7% | -12.6% |
| 6M | -20.9% | +28.4% | -49.3% | -24.5% |
| YTD | -22.3% | +40.2% | -62.6% | -27.4% |
| 1Y | -32.0% | +30.5% | -62.6% | -36.1% |
| 3Y | +262.4% | -56.2% | +318.6% | +270.3% |
| 5Y | +563.4% | -81.0% | +644.4% | +607.9% |
| 10Y | +1,120.7% | +105.3% | +1,015.4% | +857.9% |
| All | +1,002.6% | +75.6% | +926.9% | +786.7% |
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 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