-83.9%
TRIP vs VOO
+315.3%
-399.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | -8.2% | -0.4% | -7.9% | -7.8% |
| 30D | -18.2% | -1.4% | -16.8% | -16.7% |
| 3M | -26.2% | +3.7% | -29.9% | -29.7% |
| 6M | -16.9% | +13.0% | -29.9% | -29.2% |
| YTD | -39.4% | +12.4% | -51.9% | -47.8% |
| 1Y | -50.3% | +18.6% | -68.9% | -59.9% |
| 3Y | -43.7% | +78.1% | -121.8% | -71.8% |
| 5Y | -74.6% | +82.3% | -156.9% | -87.4% |
| 10Y | -83.9% | +322.5% | -406.5% | -96.4% |
| All | -83.9% | +315.3% | -399.2% | -96.4% |
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