+1,216.9%
VST vs FIVN
+107.8%
+1,109.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +6.0% | +3.8% |
| 7D | +8.9% | -2.3% | +11.2% | +9.1% |
| 30D | +6.2% | +12.4% | -6.2% | +4.6% |
| 3M | -2.7% | +36.0% | -38.7% | -6.6% |
| 6M | -8.4% | +86.0% | -94.3% | -15.9% |
| YTD | -7.2% | +65.9% | -73.1% | -14.1% |
| 1Y | -20.9% | +26.5% | -47.4% | -24.5% |
| 3Y | +384.0% | -54.2% | +438.2% | +395.3% |
| 5Y | +757.1% | -80.5% | +837.5% | +815.8% |
| All | +1,216.9% | +107.8% | +1,109.0% | +950.0% |
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