+250.0%
TFIN vs VOO
+325.3%
-75.3%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -2.4% |
| 7D | -5.1% | -0.8% | -4.3% | -4.2% |
| 30D | -13.8% | -1.1% | -12.7% | -12.6% |
| 3M | -11.5% | +3.9% | -15.4% | -16.1% |
| 6M | +15.7% | +13.6% | +2.0% | -2.9% |
| YTD | +5.4% | +12.7% | -7.3% | -10.3% |
| 1Y | +16.2% | +17.6% | -1.4% | -6.7% |
| 3Y | +1.3% | +77.3% | -76.0% | -52.2% |
| 5Y | -19.7% | +84.1% | -103.8% | -62.9% |
| All | +250.0% | +325.3% | -75.3% | -32.1% |
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