+194.4%
VSXY vs FIVN
+27.5%
+166.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +2.8% |
| 7D | -14.0% | -2.3% | -11.7% | -13.8% |
| 30D | -15.9% | +12.4% | -28.3% | -17.0% |
| 3M | +3.4% | +36.0% | -32.6% | -0.1% |
| 6M | +25.9% | +86.0% | -60.1% | +11.6% |
| YTD | +39.5% | +65.9% | -26.4% | +28.9% |
| 1Y | +194.4% | +26.5% | +167.8% | +180.4% |
| All | +194.4% | +27.5% | +166.9% | +180.4% |
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