+53.4%
VT vs FIVN
-81.1%
+134.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -17.6% | +17.9% | +2.4% |
| 7D | -2.3% | -22.6% | +20.3% | +0.6% |
| 30D | -5.0% | -16.8% | +11.8% | -3.2% |
| 3M | -4.9% | -0.9% | -4.0% | -5.8% |
| 6M | -1.5% | +28.4% | -29.9% | -6.4% |
| YTD | +8.5% | +40.2% | -31.8% | +0.4% |
| 1Y | +11.4% | +30.5% | -19.2% | +4.0% |
| 3Y | +70.1% | -56.2% | +126.3% | +80.4% |
| All | +53.4% | -81.1% | +134.5% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling