+100.2%
VZ vs FIVN
+318.5%
-218.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.8% |
| 7D | +0.1% | -2.3% | +2.4% | +0.1% |
| 30D | +7.9% | +12.4% | -4.5% | +7.5% |
| 3M | +13.6% | +36.0% | -22.4% | +12.7% |
| 6M | +1.1% | +86.0% | -84.9% | -0.6% |
| YTD | +29.3% | +65.9% | -36.6% | +27.3% |
| 1Y | +21.2% | +26.5% | -5.3% | +20.1% |
| 3Y | +75.9% | -54.2% | +130.1% | +78.2% |
| 5Y | +24.1% | -80.5% | +104.5% | +27.1% |
| 10Y | +62.4% | +109.6% | -47.2% | +51.9% |
| All | +100.2% | +318.5% | -218.3% | +78.9% |
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