+16.0%
TFC vs VTV
+78.5%
-62.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.5% |
| 7D | -2.5% | -2.1% | -0.4% | +0.8% |
| 30D | -2.8% | -1.3% | -1.5% | -0.7% |
| 3M | +2.1% | +5.6% | -3.5% | -6.4% |
| 6M | +10.1% | +12.4% | -2.3% | -8.5% |
| YTD | +5.4% | +17.6% | -12.2% | -18.4% |
| 1Y | +16.3% | +23.5% | -7.2% | -16.6% |
| 3Y | +95.9% | +67.0% | +28.8% | -11.3% |
| 5Y | +16.0% | +80.5% | -64.5% | -52.7% |
| All | +16.0% | +78.5% | -62.5% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling