+238.9%
TFX price history and return analytics
+357.8%
-118.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.6% |
| 7D | +0.7% | +2.9% | -2.2% | -1.5% |
| 30D | +23.1% | -2.5% | +25.6% | +25.3% |
| 3M | +12.6% | -3.3% | +16.0% | +15.4% |
| 6M | +19.3% | +1.5% | +17.8% | +17.2% |
| YTD | +26.5% | +11.4% | +15.1% | +15.5% |
| 1Y | +38.9% | +11.9% | +27.0% | +26.3% |
| 3Y | -21.3% | +73.9% | -95.2% | -49.1% |
| 5Y | -53.3% | +57.9% | -111.2% | -67.4% |
| 10Y | +13.7% | +222.6% | -208.9% | -51.8% |
| All | +238.9% | +357.8% | -118.9% | +14.8% |
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