+385.4%
TFII price history and return analytics
+221.8%
+163.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +1.1% | +2.4% | -1.2% | -1.4% |
| 30D | -14.7% | -1.5% | -13.2% | -13.1% |
| 3M | -34.5% | -4.1% | -30.4% | -31.4% |
| 6M | -27.9% | +0.6% | -28.5% | -28.3% |
| YTD | -6.0% | +11.0% | -17.1% | -15.8% |
| 1Y | +13.8% | +13.3% | +0.4% | -0.3% |
| 3Y | -11.4% | +73.4% | -84.8% | -50.3% |
| 5Y | -10.6% | +57.4% | -68.1% | -44.2% |
| All | +385.4% | +221.8% | +163.7% | +89.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling