+23.0%
TFPN price history and return analytics
+71.5%
-48.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -0.1% | -2.0% | +1.9% | +0.9% |
| 30D | +1.2% | -1.4% | +2.6% | +1.9% |
| 3M | -1.6% | +4.7% | -6.3% | -3.7% |
| 6M | +7.3% | +11.4% | -4.0% | +2.2% |
| YTD | +17.5% | +13.1% | +4.4% | +11.3% |
| 1Y | +26.0% | +19.0% | +7.0% | +17.0% |
| 3Y | +23.4% | +73.9% | -50.6% | +6.7% |
| All | +23.0% | +71.5% | -48.5% | +7.0% |
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 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