+16.0%
TFX vs VOO
+309.6%
-293.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.6% |
| 7D | +2.8% | +2.6% | +0.2% | +0.5% |
| 30D | +25.8% | -2.0% | +27.8% | +27.8% |
| 3M | +13.2% | -2.8% | +16.0% | +15.7% |
| 6M | +19.9% | +2.2% | +17.7% | +16.8% |
| YTD | +28.1% | +11.5% | +16.6% | +15.1% |
| 1Y | +43.3% | +13.5% | +29.8% | +26.6% |
| 3Y | -21.8% | +78.1% | -99.9% | -55.1% |
| 5Y | -52.7% | +73.1% | -125.8% | -72.2% |
| All | +16.0% | +309.6% | -293.7% | -70.3% |
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