-48.3%
TRIP vs VOO
+21.4%
-69.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.4% | -4.7% |
| 7D | -5.1% | +0.3% | -5.4% | -5.5% |
| 30D | -35.2% | +0.2% | -35.4% | -35.3% |
| 3M | -22.2% | +2.8% | -25.0% | -25.1% |
| 6M | -6.4% | +14.3% | -20.6% | -23.2% |
| YTD | -36.2% | +14.0% | -50.2% | -46.9% |
| All | -48.3% | +21.4% | -69.6% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling