+5.2%
VUG vs FIVN
+55.4%
-50.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.4% |
| 7D | -3.0% | -3.4% | +0.4% | -2.7% |
| 30D | -6.4% | +5.8% | -12.2% | -6.9% |
| 3M | -3.2% | +22.0% | -25.2% | -5.0% |
| 6M | +3.1% | +55.7% | -52.6% | -0.7% |
| YTD | +6.3% | +81.3% | -75.0% | +0.1% |
| 1Y | +5.2% | +58.0% | -52.8% | +1.2% |
| All | +5.2% | +55.4% | -50.2% | +1.2% |
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 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