+383.0%
TFIN price history and return analytics
+230.1%
+152.9%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.7% |
| 7D | -2.5% | -0.1% | -2.4% | -2.3% |
| 30D | -1.5% | -3.1% | +1.5% | +2.5% |
| 3M | -18.2% | -3.5% | -14.7% | -14.5% |
| 6M | -7.4% | +0.5% | -7.9% | -8.5% |
| YTD | -1.7% | +10.8% | -12.5% | -14.7% |
| 1Y | +15.0% | +11.9% | +3.1% | -1.5% |
| 3Y | -5.3% | +73.0% | -78.3% | -53.2% |
| 5Y | -51.2% | +58.6% | -109.8% | -72.2% |
| 10Y | +212.6% | +219.2% | -6.6% | -7.2% |
| All | +383.0% | +230.1% | +152.9% | +49.0% |
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