+14.8%
TFIN vs VOO
+9.9%
+4.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.4% | +0.3% | +0.2% |
| 7D | -2.0% | -4.7% | +2.8% | +2.8% |
| 30D | +0.4% | -5.9% | +6.3% | +6.6% |
| 3M | -20.3% | -4.5% | -15.8% | -16.7% |
| 6M | -7.6% | +1.9% | -9.5% | -10.2% |
| YTD | -0.6% | +8.4% | -9.0% | -10.7% |
| 1Y | +14.8% | +9.5% | +5.3% | +2.7% |
| All | +14.8% | +9.9% | +4.9% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling