+509.3%
VUG vs FIVN
+243.6%
+265.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.4% |
| 7D | +2.5% | -2.8% | +5.4% | +3.0% |
| 30D | -6.3% | -17.4% | +11.1% | -3.6% |
| 3M | -6.0% | -19.2% | +13.1% | -3.5% |
| 6M | -3.5% | +29.4% | -32.9% | -10.0% |
| YTD | +3.9% | +36.3% | -32.3% | -5.8% |
| 1Y | +5.1% | +33.5% | -28.4% | -4.5% |
| 3Y | +77.9% | -56.8% | +134.7% | +90.7% |
| 5Y | +62.4% | -83.0% | +145.4% | +96.5% |
| 10Y | +399.4% | +87.3% | +312.2% | +337.3% |
| All | +509.3% | +243.6% | +265.6% | +398.0% |
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