+337.3%
VSXY vs FIVN
-55.2%
+392.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.7% | +2.7% |
| 7D | +0.1% | -7.8% | +8.0% | +2.0% |
| 30D | -18.7% | -1.7% | -16.9% | -18.7% |
| 3M | -4.0% | +47.2% | -51.2% | -14.4% |
| 6M | +67.5% | +82.7% | -15.2% | +32.8% |
| YTD | +39.7% | +52.9% | -13.3% | +17.0% |
| 1Y | +180.0% | +17.5% | +162.5% | +156.2% |
| 3Y | +337.3% | -55.8% | +393.1% | +386.7% |
| All | +337.3% | -55.2% | +392.5% | +386.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling