-19.5%
TFIN vs VOO
+81.4%
-100.9%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.4% | -3.2% |
| 7D | -4.0% | -0.4% | -3.6% | -3.5% |
| 30D | -12.1% | -1.4% | -10.7% | -10.4% |
| 3M | -8.8% | +3.7% | -12.5% | -13.5% |
| 6M | +13.4% | +13.0% | +0.4% | -4.7% |
| YTD | +5.7% | +12.4% | -6.7% | -10.2% |
| 1Y | +5.9% | +18.6% | -12.7% | -16.8% |
| 3Y | +1.8% | +78.1% | -76.2% | -53.7% |
| All | -19.5% | +81.4% | -100.9% | -61.4% |
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