+117.8%
FFIV price history and return analytics
+221.8%
-104.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.4% |
| 7D | -0.5% | +2.4% | -2.9% | -2.9% |
| 30D | -32.4% | -1.5% | -30.9% | -31.3% |
| 3M | -25.7% | -4.1% | -21.6% | -22.4% |
| 6M | -13.5% | +0.6% | -14.1% | -13.9% |
| YTD | +21.1% | +11.0% | +10.1% | +8.9% |
| 1Y | +29.4% | +13.3% | +16.1% | +13.9% |
| 3Y | +94.9% | +73.4% | +21.5% | +12.5% |
| 5Y | +34.7% | +57.4% | -22.7% | -14.2% |
| All | +117.8% | +221.8% | -104.0% | -31.3% |
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