+73.4%
VT vs FIVN
-56.5%
+129.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | 0.0% |
| 7D | +2.4% | -2.8% | +5.2% | +2.6% |
| 30D | -1.5% | -17.4% | +15.9% | 0.0% |
| 3M | -4.1% | -19.2% | +15.1% | -2.7% |
| 6M | +0.6% | +29.4% | -28.8% | -3.2% |
| YTD | +11.0% | +36.3% | -25.2% | +5.2% |
| 1Y | +13.3% | +33.5% | -20.1% | +7.5% |
| 3Y | +73.4% | -56.8% | +130.2% | +78.7% |
| All | +73.4% | -56.5% | +129.9% | +78.7% |
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