-18.8%
TFIN price history and return analytics
+65.7%
-84.5%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -2.9% |
| 7D | -4.0% | -0.1% | -3.8% | -3.8% |
| 30D | -12.1% | -0.7% | -11.4% | -11.2% |
| 3M | -8.8% | +4.0% | -12.8% | -14.1% |
| 6M | +13.4% | +12.3% | +1.1% | -5.0% |
| YTD | +5.7% | +14.0% | -8.3% | -13.4% |
| 1Y | +5.9% | +20.3% | -14.4% | -20.2% |
| 3Y | +1.8% | +75.4% | -73.6% | -55.6% |
| 5Y | -18.8% | +66.0% | -84.7% | -58.2% |
| All | -18.8% | +65.7% | -84.5% | -58.2% |
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 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