+303.9%
TFC price history and return analytics
+346.0%
-42.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.2% |
| 7D | +1.2% | -2.3% | +3.5% | +3.9% |
| 30D | +8.3% | -5.0% | +13.3% | +14.7% |
| 3M | -5.2% | -4.9% | -0.3% | +0.3% |
| 6M | -0.8% | -1.5% | +0.7% | +0.1% |
| YTD | +3.4% | +8.5% | -5.0% | -7.2% |
| 1Y | +17.0% | +11.4% | +5.6% | +1.6% |
| 3Y | +86.2% | +70.1% | +16.1% | -1.5% |
| 5Y | -2.3% | +53.7% | -56.0% | -41.1% |
| 10Y | +93.9% | +220.0% | -126.0% | -47.3% |
| All | +303.9% | +346.0% | -42.1% | +23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling