+126.9%
VXUS vs FIVN
+243.6%
-116.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.3% |
| 7D | +2.1% | -2.8% | +5.0% | +2.4% |
| 30D | -1.1% | -17.4% | +16.3% | +0.5% |
| 3M | -5.6% | -19.2% | +13.6% | -4.2% |
| 6M | -2.3% | +29.4% | -31.6% | -6.2% |
| YTD | +10.4% | +36.3% | -25.9% | +4.1% |
| 1Y | +13.1% | +33.5% | -20.4% | +6.8% |
| 3Y | +68.0% | -56.8% | +124.8% | +75.1% |
| 5Y | +45.8% | -83.0% | +128.8% | +62.6% |
| 10Y | +144.7% | +87.3% | +57.4% | +111.9% |
| All | +126.9% | +243.6% | -116.8% | +82.3% |
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 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