-73.5%
TRIP vs VOO
+82.3%
-155.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.8% |
| 7D | -3.9% | +0.5% | -4.5% | -4.7% |
| 30D | -15.7% | -0.9% | -14.7% | -14.6% |
| 3M | -23.0% | +3.9% | -26.9% | -27.3% |
| 6M | -12.8% | +14.5% | -27.3% | -28.6% |
| YTD | -37.6% | +13.0% | -50.5% | -47.6% |
| 1Y | -47.7% | +19.4% | -67.1% | -59.3% |
| 3Y | -42.0% | +78.9% | -120.9% | -73.4% |
| 5Y | -73.5% | +82.3% | -155.8% | -87.7% |
| All | -73.5% | +82.3% | -155.8% | -87.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling