+64.2%
VZ vs FIVN
+104.4%
-40.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -17.6% | +16.7% | -0.7% |
| 7D | +2.1% | -22.6% | +24.8% | +2.5% |
| 30D | +1.4% | -16.8% | +18.1% | +1.6% |
| 3M | -1.3% | -0.9% | -0.4% | -1.5% |
| 6M | -0.5% | +28.4% | -28.9% | -1.4% |
| YTD | +19.6% | +40.2% | -20.6% | +18.3% |
| 1Y | +22.4% | +30.5% | -8.2% | +21.1% |
| 3Y | +55.9% | -56.2% | +112.1% | +57.7% |
| 5Y | +20.4% | -81.0% | +101.4% | +22.7% |
| All | +64.2% | +104.4% | -40.2% | +56.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling