+11.9%
VT vs FIVN
+33.4%
-21.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | +2.9% | -17.4% | +20.3% | +3.6% |
| 30D | -2.5% | -20.4% | +17.9% | -1.7% |
| 3M | -3.3% | -9.6% | +6.3% | -3.0% |
| 6M | +1.5% | +34.7% | -33.2% | +0.5% |
| YTD | +11.4% | +40.6% | -29.2% | +9.3% |
| 1Y | +11.9% | +34.3% | -22.4% | +10.4% |
| All | +11.9% | +33.4% | -21.5% | +10.4% |
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