+110.7%
FIVN price history and return analytics
+229.8%
-119.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.3% |
| 7D | -7.8% | -1.1% | -6.7% | -6.5% |
| 30D | -1.7% | -1.0% | -0.7% | -0.4% |
| 3M | +47.2% | +3.2% | +44.0% | +41.7% |
| 6M | +82.7% | +12.5% | +70.2% | +56.7% |
| YTD | +52.9% | +14.1% | +38.9% | +29.1% |
| 1Y | +17.5% | +18.9% | -1.4% | -5.4% |
| 3Y | -55.8% | +74.1% | -129.9% | -76.9% |
| 5Y | -82.3% | +66.9% | -149.2% | -90.1% |
| All | +110.7% | +229.8% | -119.1% | -43.3% |
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