-84.6%
TRIP vs VOO
+306.9%
-391.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | -24.9% | -0.6% | -24.3% | -22.9% |
| 30D | -18.3% | -3.6% | -14.7% | -12.9% |
| 3M | -34.2% | -2.7% | -31.5% | -30.8% |
| 6M | -32.2% | +2.2% | -34.4% | -33.1% |
| YTD | -51.3% | +10.9% | -62.2% | -56.7% |
| 1Y | -53.8% | +11.3% | -65.1% | -58.9% |
| 3Y | -59.2% | +76.9% | -136.1% | -79.2% |
| 5Y | -77.1% | +73.5% | -150.6% | -87.8% |
| 10Y | -84.6% | +307.7% | -392.3% | -97.3% |
| All | -84.6% | +306.9% | -391.5% | -97.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling