-61.8%
TRIP vs VOO
+696.6%
-758.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | -5.5% | +0.1% | -5.6% | -5.6% |
| 30D | -33.3% | +0.1% | -33.4% | -33.3% |
| 3M | -21.9% | +2.0% | -23.9% | -24.1% |
| 6M | -9.1% | +13.0% | -22.1% | -22.6% |
| YTD | -35.9% | +13.6% | -49.5% | -45.6% |
| 1Y | -48.1% | +20.1% | -68.1% | -58.7% |
| 3Y | -40.2% | +77.6% | -117.8% | -70.0% |
| 5Y | -72.5% | +82.4% | -155.0% | -86.4% |
| 10Y | -82.9% | +316.8% | -399.7% | -96.8% |
| All | -61.8% | +696.6% | -758.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling