+569.2%
FIVE price history and return analytics
+223.7%
+345.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +1.9% |
| 7D | +6.2% | +0.4% | +5.8% | +5.8% |
| 30D | +18.2% | -2.6% | +20.8% | +22.7% |
| 3M | +3.8% | -3.2% | +7.1% | +8.7% |
| 6M | +13.7% | +0.9% | +12.8% | +11.1% |
| YTD | +34.7% | +11.3% | +23.4% | +14.0% |
| 1Y | +66.6% | +14.0% | +52.6% | +36.2% |
| 3Y | +44.3% | +75.8% | -31.6% | -34.8% |
| 5Y | +18.8% | +57.8% | -39.1% | -35.7% |
| 10Y | +569.2% | +219.8% | +349.4% | +58.7% |
| All | +569.2% | +223.7% | +345.5% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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