+242.8%
FFIV price history and return analytics
+222.7%
+20.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.5% |
| 7D | +3.5% | -0.1% | +3.6% | +3.6% |
| 30D | -1.3% | -0.7% | -0.6% | -0.7% |
| 3M | +2.4% | +4.0% | -1.6% | -1.7% |
| 6M | +41.8% | +12.3% | +29.5% | +25.8% |
| YTD | +58.5% | +14.0% | +44.5% | +38.6% |
| 1Y | +24.3% | +20.3% | +4.0% | +2.9% |
| 3Y | +152.0% | +75.4% | +76.6% | +43.8% |
| 5Y | +99.1% | +66.0% | +33.2% | +20.5% |
| 10Y | +242.8% | +228.2% | +14.6% | +13.9% |
| All | +242.8% | +222.7% | +20.1% | +13.9% |
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