-59.5%
VTRS vs FIVN
+280.5%
-340.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -3.3% | -11.3% | +8.0% | -1.9% |
| 30D | +1.4% | -7.3% | +8.7% | +2.2% |
| 3M | +4.6% | +41.7% | -37.0% | -0.5% |
| 6M | +18.1% | +78.3% | -60.2% | +7.7% |
| YTD | +34.7% | +50.9% | -16.2% | +24.9% |
| 1Y | +65.6% | +19.7% | +46.0% | +57.9% |
| 3Y | +83.8% | -55.7% | +139.5% | +93.3% |
| 5Y | +46.5% | -82.6% | +129.0% | +65.9% |
| 10Y | -48.6% | +113.6% | -162.2% | -61.5% |
| All | -59.5% | +280.5% | -340.0% | -73.1% |
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 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