+375.3%
VTI vs FIVN
+282.0%
+93.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.2% | -0.2% |
| 7D | -0.4% | -9.6% | +9.2% | +1.0% |
| 30D | -1.6% | -11.9% | +10.3% | -0.1% |
| 3M | +3.6% | +40.1% | -36.5% | -2.0% |
| 6M | +13.0% | +68.3% | -55.3% | +3.0% |
| YTD | +12.7% | +51.5% | -38.8% | +3.7% |
| 1Y | +18.4% | +15.1% | +3.2% | +12.9% |
| 3Y | +76.4% | -55.6% | +132.0% | +86.4% |
| 5Y | +73.7% | -82.4% | +156.1% | +99.8% |
| 10Y | +302.5% | +114.5% | +188.0% | +246.1% |
| All | +375.3% | +282.0% | +93.3% | +284.2% |
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