+489.2%
FFIN price history and return analytics
+355.4%
+133.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | -1.4% | -0.1% | -1.3% | -1.4% |
| 30D | -0.6% | -3.1% | +2.5% | +2.2% |
| 3M | -10.4% | -3.5% | -6.9% | -7.6% |
| 6M | -3.9% | +0.5% | -4.4% | -5.1% |
| YTD | +4.5% | +10.8% | -6.3% | -6.4% |
| 1Y | +0.4% | +11.9% | -11.5% | -10.9% |
| 3Y | +32.8% | +73.0% | -40.2% | -22.0% |
| 5Y | -36.8% | +58.6% | -95.4% | -59.7% |
| 10Y | +76.1% | +219.2% | -143.1% | -40.3% |
| All | +489.2% | +355.4% | +133.8% | +44.2% |
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 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