+806.8%
FIVE price history and return analytics
+354.6%
+452.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | -0.3% | -2.3% | +2.0% | +2.9% |
| 30D | +17.7% | -5.0% | +22.6% | +25.7% |
| 3M | +4.0% | -4.9% | +8.8% | +10.9% |
| 6M | +2.6% | -1.5% | +4.2% | +3.8% |
| YTD | +27.6% | +8.5% | +19.1% | +13.4% |
| 1Y | +59.9% | +11.4% | +48.6% | +37.3% |
| 3Y | +35.8% | +70.1% | -34.3% | -30.7% |
| 5Y | +14.4% | +53.7% | -39.3% | -31.9% |
| 10Y | +576.1% | +220.0% | +356.2% | +85.9% |
| All | +806.8% | +354.6% | +452.2% | +74.4% |
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