+86.8%
VZ vs FIVN
+263.1%
-176.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.8% |
| 7D | +2.2% | -19.3% | +21.5% | +2.6% |
| 30D | +10.6% | -20.7% | +31.3% | +11.0% |
| 3M | -0.6% | -15.1% | +14.5% | -0.5% |
| 6M | +0.7% | +30.6% | -29.9% | -0.2% |
| YTD | +20.6% | +44.0% | -23.4% | +18.9% |
| 1Y | +22.7% | +45.5% | -22.8% | +20.9% |
| 3Y | +57.2% | -52.8% | +110.0% | +58.7% |
| 5Y | +21.4% | -82.6% | +104.0% | +24.5% |
| 10Y | +65.5% | +109.4% | -43.9% | +54.4% |
| All | +86.8% | +263.1% | -176.4% | +67.1% |
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