-1.1%
TFC price history and return analytics
+57.4%
-58.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -1.0% |
| 7D | +0.3% | +0.4% | 0.0% | -0.2% |
| 30D | +9.2% | -2.6% | +11.7% | +12.2% |
| 3M | -2.9% | -3.2% | +0.3% | +0.5% |
| 6M | +3.5% | +0.9% | +2.6% | +1.4% |
| YTD | +5.4% | +11.3% | -5.9% | -8.4% |
| 1Y | +17.3% | +14.0% | +3.3% | -1.1% |
| 3Y | +96.7% | +75.8% | +20.8% | -2.0% |
| 5Y | -1.1% | +57.8% | -58.9% | -43.4% |
| All | -1.1% | +57.4% | -58.5% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling