+290.1%
VTV vs FIVN
+282.0%
+8.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.4% | -0.1% |
| 7D | -0.7% | -9.6% | +8.9% | +0.2% |
| 30D | -0.5% | -11.9% | +11.4% | +0.5% |
| 3M | +5.3% | +40.1% | -34.8% | +1.8% |
| 6M | +12.9% | +68.3% | -55.5% | +6.5% |
| YTD | +18.5% | +51.5% | -33.0% | +12.5% |
| 1Y | +25.3% | +15.1% | +10.2% | +21.7% |
| 3Y | +68.2% | -55.6% | +123.8% | +74.0% |
| 5Y | +80.6% | -82.4% | +163.1% | +96.6% |
| 10Y | +232.9% | +114.5% | +118.4% | +185.9% |
| All | +290.1% | +282.0% | +8.1% | +217.7% |
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