-54.2%
TFIN vs VOO
+72.6%
-126.8%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.9% |
| 7D | -2.2% | +2.6% | -4.8% | -5.6% |
| 30D | -2.3% | -2.0% | -0.3% | +0.2% |
| 3M | -23.7% | -2.8% | -20.9% | -21.0% |
| 6M | -7.0% | +2.2% | -9.2% | -10.3% |
| YTD | -4.4% | +11.5% | -15.9% | -18.4% |
| 1Y | +12.9% | +13.5% | -0.5% | -5.9% |
| 3Y | -8.0% | +78.1% | -86.0% | -58.7% |
| All | -54.2% | +72.6% | -126.8% | -76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling