+55.4%
VXUS vs FIVN
-81.8%
+137.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.8% | +0.2% |
| 7D | +1.6% | -8.2% | +9.8% | +2.4% |
| 30D | +1.0% | -8.1% | +9.1% | +1.7% |
| 3M | +5.7% | +34.9% | -29.2% | +1.7% |
| 6M | +13.6% | +72.6% | -59.1% | +5.4% |
| YTD | +17.4% | +55.8% | -38.4% | +9.7% |
| 1Y | +25.1% | +17.1% | +7.9% | +20.8% |
| 3Y | +75.8% | -54.3% | +130.1% | +85.2% |
| 5Y | +55.4% | -81.6% | +136.9% | +72.4% |
| All | +55.4% | -81.8% | +137.2% | +72.4% |
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