+36.6%
FFIV price history and return analytics
+15.2%
+21.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.9% |
| 7D | -9.8% | -0.3% | -9.5% | -9.5% |
| 30D | -28.1% | -1.4% | -26.7% | -27.1% |
| 3M | -20.0% | -1.4% | -18.6% | -19.0% |
| 6M | -0.1% | +5.5% | -5.5% | -3.6% |
| YTD | +29.2% | +12.8% | +16.3% | +19.1% |
| 1Y | +36.6% | +15.4% | +21.2% | +24.7% |
| All | +36.6% | +15.2% | +21.4% | +24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling