+243.3%
TFX price history and return analytics
+356.5%
-113.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +2.8% | +2.4% | +0.5% | +1.0% |
| 30D | +25.8% | -1.5% | +27.3% | +27.1% |
| 3M | +13.2% | -4.1% | +17.3% | +16.7% |
| 6M | +19.9% | +0.6% | +19.3% | +18.6% |
| YTD | +28.1% | +11.0% | +17.1% | +17.2% |
| 1Y | +43.3% | +13.3% | +30.0% | +29.0% |
| 3Y | -21.8% | +73.4% | -95.2% | -49.3% |
| 5Y | -52.7% | +57.4% | -110.1% | -66.9% |
| 10Y | +15.1% | +221.7% | -206.6% | -51.0% |
| All | +243.3% | +356.5% | -113.3% | +16.5% |
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