+243.9%
VT vs FIVN
+253.1%
-9.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | 0.0% | +1.0% |
| 7D | -0.7% | -22.8% | +22.1% | +2.2% |
| 30D | -1.7% | -21.3% | +19.6% | +0.7% |
| 3M | -2.3% | -14.0% | +11.7% | -1.3% |
| 6M | +1.5% | +31.1% | -29.6% | -3.4% |
| YTD | +12.0% | +40.0% | -28.0% | +4.2% |
| 1Y | +12.9% | +38.1% | -25.2% | +5.1% |
| 3Y | +74.9% | -55.7% | +130.6% | +83.0% |
| 5Y | +59.9% | -82.5% | +142.4% | +81.0% |
| 10Y | +224.6% | +92.4% | +132.2% | +180.6% |
| All | +243.9% | +253.1% | -9.2% | +177.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling