-82.6%
FIVN price history and return analytics
+63.7%
-146.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.9% |
| 7D | -11.3% | -2.0% | -9.3% | -8.4% |
| 30D | -7.3% | -1.4% | -5.9% | -5.1% |
| 3M | +41.7% | +4.7% | +37.0% | +31.3% |
| 6M | +78.3% | +11.4% | +66.9% | +47.6% |
| YTD | +50.9% | +13.1% | +37.8% | +22.0% |
| 1Y | +19.7% | +19.0% | +0.6% | -10.8% |
| 3Y | -55.7% | +73.9% | -129.7% | -82.1% |
| 5Y | -82.6% | +65.4% | -148.0% | -92.6% |
| All | -82.6% | +63.7% | -146.2% | -92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling