+254.0%
VT vs FIVN
+318.5%
-64.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.3% |
| 7D | +0.4% | -2.3% | +2.7% | +0.7% |
| 30D | +1.0% | +12.4% | -11.4% | -0.8% |
| 3M | +2.4% | +36.0% | -33.6% | -2.2% |
| 6M | +12.0% | +86.0% | -74.0% | +1.8% |
| YTD | +15.3% | +65.9% | -50.6% | +5.8% |
| 1Y | +22.6% | +26.5% | -3.9% | +16.2% |
| 3Y | +74.7% | -54.2% | +128.9% | +83.0% |
| 5Y | +66.1% | -80.5% | +146.6% | +86.2% |
| 10Y | +225.0% | +109.6% | +115.4% | +178.4% |
| All | +254.0% | +318.5% | -64.5% | +181.7% |
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 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