+142.3%
VXUS vs FIVN
+318.5%
-176.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.7% |
| 7D | +1.0% | -2.3% | +3.3% | +1.2% |
| 30D | +2.2% | +12.4% | -10.2% | +0.7% |
| 3M | +3.0% | +36.0% | -33.1% | -0.9% |
| 6M | +10.7% | +86.0% | -75.3% | +2.0% |
| YTD | +17.8% | +65.9% | -48.1% | +9.6% |
| 1Y | +27.6% | +26.5% | +1.1% | +21.9% |
| 3Y | +73.3% | -54.2% | +127.5% | +80.5% |
| 5Y | +54.3% | -80.5% | +134.8% | +70.3% |
| 10Y | +149.8% | +109.6% | +40.2% | +114.4% |
| All | +142.3% | +318.5% | -176.2% | +91.9% |
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