+60.9%
VEA vs TFC
+14.8%
+46.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | +0.3% | -1.3% | +1.6% | +0.7% |
| 30D | +0.4% | -2.3% | +2.8% | +1.0% |
| 3M | +4.8% | +2.5% | +2.4% | +3.8% |
| 6M | +11.3% | +9.5% | +1.8% | +8.1% |
| YTD | +17.4% | +5.1% | +12.3% | +15.1% |
| 1Y | +26.2% | +15.5% | +10.7% | +20.3% |
| 3Y | +77.7% | +95.2% | -17.4% | +43.2% |
| 5Y | +60.9% | +14.5% | +46.4% | +53.4% |
| All | +60.9% | +14.8% | +46.2% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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