+810.4%
FIVE price history and return analytics
+353.5%
+456.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | +1.1% |
| 7D | -1.7% | -4.2% | +2.4% | +4.0% |
| 30D | +14.9% | -5.8% | +20.7% | +24.2% |
| 3M | +7.6% | -5.2% | +12.9% | +15.3% |
| 6M | +6.4% | +0.1% | +6.3% | +5.3% |
| YTD | +28.1% | +8.2% | +19.9% | +14.2% |
| 1Y | +54.7% | +10.1% | +44.6% | +34.9% |
| 3Y | +36.1% | +69.7% | -33.6% | -30.3% |
| 5Y | +14.9% | +53.4% | -38.5% | -31.4% |
| 10Y | +578.8% | +219.2% | +359.6% | +87.2% |
| All | +810.4% | +353.5% | +456.9% | +75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling