+40.6%
TFX vs VT
+10.5%
+30.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -0.9% |
| 7D | +7.9% | -2.3% | +10.3% | +8.9% |
| 30D | +21.2% | -5.0% | +26.2% | +23.7% |
| 3M | +8.9% | -4.9% | +13.8% | +11.1% |
| 6M | +23.1% | -1.5% | +24.6% | +23.2% |
| YTD | +24.6% | +8.5% | +16.1% | +16.6% |
| 1Y | +40.6% | +11.4% | +29.2% | +28.4% |
| All | +40.6% | +10.5% | +30.1% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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