-63.2%
TFX price history and return analytics
+63.7%
-126.9%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.9% | -2.0% |
| 7D | -5.7% | -2.0% | -3.7% | -4.0% |
| 30D | -0.9% | -1.4% | +0.5% | +0.4% |
| 3M | +0.1% | +4.7% | -4.6% | -4.3% |
| 6M | +18.6% | +11.4% | +7.3% | +6.8% |
| YTD | +9.0% | +13.1% | -4.0% | -3.3% |
| 1Y | +2.4% | +19.0% | -16.6% | -13.3% |
| 3Y | -34.4% | +73.9% | -108.4% | -61.5% |
| 5Y | -63.2% | +65.4% | -128.6% | -77.9% |
| All | -63.2% | +63.7% | -126.9% | -77.9% |
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