+84.5%
VTR vs FIVN
-82.2%
+166.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.6% |
| 7D | -0.3% | -7.8% | +7.5% | +0.2% |
| 30D | +1.1% | -1.7% | +2.8% | +1.1% |
| 3M | +7.9% | +47.2% | -39.3% | +4.9% |
| 6M | +6.2% | +82.7% | -76.6% | +1.0% |
| YTD | +17.7% | +52.9% | -35.2% | +13.2% |
| 1Y | +32.9% | +17.5% | +15.4% | +30.5% |
| 3Y | +129.7% | -55.8% | +185.5% | +146.5% |
| All | +84.5% | -82.2% | +166.7% | +103.8% |
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