+254.6%
TFIN price history and return analytics
+226.9%
+27.8%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +2.3% |
| 7D | -2.7% | -2.0% | -0.7% | +0.1% |
| 30D | -12.3% | -1.4% | -10.9% | -10.6% |
| 3M | -8.4% | +4.7% | -13.1% | -14.5% |
| 6M | +14.3% | +11.4% | +2.9% | -2.6% |
| YTD | +6.8% | +13.1% | -6.2% | -10.9% |
| 1Y | +11.8% | +19.0% | -7.2% | -13.5% |
| 3Y | +2.9% | +73.9% | -71.0% | -52.7% |
| 5Y | -18.6% | +65.4% | -84.0% | -58.6% |
| All | +254.6% | +226.9% | +27.8% | -7.2% |
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