+69.2%
VTRS vs FIVN
+27.5%
+41.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | -0.2% |
| 7D | +3.3% | -2.3% | +5.6% | +3.4% |
| 30D | -3.6% | +12.4% | -16.0% | -4.4% |
| 3M | +7.0% | +36.0% | -29.1% | +4.7% |
| 6M | +17.5% | +86.0% | -68.5% | +12.7% |
| YTD | +38.8% | +65.9% | -27.2% | +34.0% |
| 1Y | +69.2% | +26.5% | +42.7% | +67.5% |
| All | +69.2% | +27.5% | +41.7% | +67.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling