+18.0%
VTEB vs FIVN
+118.5%
-100.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.3% |
| 7D | -0.9% | -7.8% | +6.9% | -0.8% |
| 30D | -2.5% | -1.7% | -0.8% | -2.5% |
| 3M | -3.0% | +47.2% | -50.2% | -3.5% |
| 6M | -2.1% | +82.7% | -84.8% | -3.0% |
| YTD | -1.5% | +52.9% | -54.4% | -2.2% |
| 1Y | +0.2% | +17.5% | -17.3% | -0.3% |
| 3Y | +8.6% | -55.8% | +64.4% | +9.2% |
| 5Y | +1.2% | -82.3% | +83.5% | +2.6% |
| All | +18.0% | +118.5% | -100.5% | +17.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling