+67.8%
VTV vs FIVN
-55.2%
+123.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.6% |
| 7D | -1.1% | -7.8% | +6.7% | -0.5% |
| 30D | -1.0% | -1.7% | +0.7% | -1.0% |
| 3M | +4.6% | +47.2% | -42.5% | +1.2% |
| 6M | +13.5% | +82.7% | -69.2% | +6.9% |
| YTD | +18.5% | +52.9% | -34.4% | +13.2% |
| 1Y | +22.9% | +17.5% | +5.4% | +20.6% |
| 3Y | +67.8% | -55.8% | +123.7% | +72.2% |
| All | +67.8% | -55.2% | +123.1% | +72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling