+76.0%
VUG vs FIVN
-82.0%
+158.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | 0.0% |
| 7D | +0.1% | -9.6% | +9.7% | +1.9% |
| 30D | -1.7% | -11.9% | +10.2% | +0.4% |
| 3M | +2.8% | +40.1% | -37.3% | -4.8% |
| 6M | +13.6% | +68.3% | -54.7% | -0.4% |
| YTD | +8.1% | +51.5% | -43.4% | -3.8% |
| 1Y | +13.1% | +15.1% | -2.1% | +6.3% |
| 3Y | +87.0% | -55.6% | +142.5% | +105.4% |
| 5Y | +76.0% | -82.4% | +158.4% | +122.3% |
| All | +76.0% | -82.0% | +158.0% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling