+88.6%
TFSL price history and return analytics
+221.4%
-132.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | +0.1% | +1.0% | -1.0% | -0.7% |
| 30D | -1.1% | -0.2% | -0.9% | -1.0% |
| 3M | +7.3% | +4.5% | +2.7% | +3.5% |
| 6M | +29.9% | +14.1% | +15.9% | +17.0% |
| YTD | +35.0% | +14.8% | +20.2% | +21.0% |
| 1Y | +37.4% | +21.2% | +16.3% | +18.1% |
| 3Y | +65.7% | +76.6% | -10.8% | +6.5% |
| 5Y | +35.3% | +66.6% | -31.3% | -9.9% |
| 10Y | +88.6% | +222.3% | -133.6% | -27.0% |
| All | +88.6% | +221.4% | -132.8% | -27.0% |
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