+89.9%
FIVN price history and return analytics
+221.8%
-131.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.7% |
| 7D | -2.8% | +2.4% | -5.2% | -5.6% |
| 30D | -17.4% | -1.5% | -15.9% | -15.7% |
| 3M | -19.2% | -4.1% | -15.1% | -14.6% |
| 6M | +29.4% | +0.6% | +28.8% | +28.4% |
| YTD | +36.3% | +11.0% | +25.2% | +19.2% |
| 1Y | +33.5% | +13.3% | +20.1% | +13.9% |
| 3Y | -56.8% | +73.4% | -130.2% | -77.3% |
| 5Y | -83.0% | +57.4% | -140.4% | -89.8% |
| All | +89.9% | +221.8% | -131.9% | -52.2% |
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