+194.8%
TFPM price history and return analytics
+88.0%
+106.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.1% |
| 7D | +13.8% | -0.1% | +13.9% | +13.8% |
| 30D | +3.0% | -3.1% | +6.1% | +5.6% |
| 3M | +0.6% | -3.5% | +4.1% | +3.7% |
| 6M | -3.3% | +0.5% | -3.8% | -3.1% |
| YTD | -2.7% | +10.8% | -13.5% | -8.5% |
| 1Y | +8.6% | +11.9% | -3.3% | +1.6% |
| 3Y | +176.0% | +73.0% | +103.1% | +97.9% |
| All | +194.8% | +88.0% | +106.8% | +101.6% |
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