+409.6%
VUG vs FIVN
+115.6%
+294.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -1.9% | -11.3% | +9.4% | +0.4% |
| 30D | -1.6% | -7.3% | +5.7% | -0.3% |
| 3M | +4.4% | +41.7% | -37.3% | -4.0% |
| 6M | +13.2% | +78.3% | -65.1% | -2.6% |
| YTD | +7.5% | +50.9% | -43.4% | -5.0% |
| 1Y | +12.5% | +19.7% | -7.2% | +4.1% |
| 3Y | +86.0% | -55.7% | +141.7% | +103.3% |
| 5Y | +76.5% | -82.6% | +159.1% | +124.5% |
| All | +409.6% | +115.6% | +294.0% | +316.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling