+208.0%
VSXY vs FIVN
+55.4%
+152.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.6% | +6.8% | +8.2% |
| 7D | +14.2% | -3.4% | +17.6% | +14.6% |
| 30D | +21.9% | +5.8% | +16.1% | +21.2% |
| 3M | +22.1% | +22.0% | +0.1% | +19.6% |
| 6M | +116.7% | +55.7% | +60.9% | +104.9% |
| YTD | +101.1% | +81.3% | +19.8% | +87.8% |
| 1Y | +208.0% | +58.0% | +150.1% | +208.8% |
| All | +208.0% | +55.4% | +152.6% | +208.8% |
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