+219.8%
VT vs FIVN
+109.8%
+110.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +2.3% |
| 7D | +0.4% | -19.3% | +19.7% | +3.0% |
| 30D | -2.6% | -20.7% | +18.1% | 0.0% |
| 3M | -3.2% | -15.1% | +11.8% | -2.0% |
| 6M | +0.9% | +30.6% | -29.7% | -4.5% |
| YTD | +11.3% | +44.0% | -32.7% | +2.3% |
| 1Y | +14.0% | +45.5% | -31.5% | +4.5% |
| 3Y | +75.8% | -52.8% | +128.6% | +83.7% |
| 5Y | +57.8% | -82.6% | +140.5% | +83.3% |
| 10Y | +219.8% | +109.4% | +110.4% | +170.2% |
| All | +219.8% | +109.8% | +110.0% | +170.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling