+17.0%
TFC vs ROIV
+93.5%
-76.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.1% | -1.3% |
| 7D | +1.2% | +5.3% | -4.1% | +0.9% |
| 30D | +8.3% | +11.9% | -3.5% | +7.7% |
| 3M | -5.2% | +10.7% | -15.9% | -5.9% |
| 6M | -0.8% | +34.9% | -35.7% | -3.6% |
| YTD | +3.4% | +79.2% | -75.7% | -0.6% |
| 1Y | +17.0% | +89.0% | -72.0% | +12.1% |
| All | +17.0% | +93.5% | -76.5% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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