+11.3%
TFI vs VOO
+325.3%
-314.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.2% |
| 7D | -1.0% | -0.8% | -0.2% | -0.9% |
| 30D | -2.5% | -1.1% | -1.5% | -2.5% |
| 3M | -3.1% | +3.9% | -7.0% | -3.3% |
| 6M | -2.6% | +13.6% | -16.2% | -3.3% |
| YTD | -1.9% | +12.7% | -14.6% | -2.6% |
| 1Y | -0.3% | +17.6% | -17.8% | -1.2% |
| 3Y | +7.1% | +77.3% | -70.2% | +3.3% |
| 5Y | -3.5% | +84.1% | -87.6% | -7.4% |
| All | +11.3% | +325.3% | -314.0% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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