-31.1%
TRIP vs VT
+15.2%
-46.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.7% | +6.3% | +6.5% |
| 7D | +14.1% | -0.3% | +14.4% | +14.4% |
| 30D | +16.0% | -1.4% | +17.5% | +17.4% |
| 3M | -28.8% | -1.4% | -27.4% | -28.0% |
| 6M | -10.0% | +5.5% | -15.4% | -16.2% |
| YTD | -29.9% | +12.8% | -42.8% | -40.3% |
| 1Y | -31.1% | +15.4% | -46.6% | -44.5% |
| All | -31.1% | +15.2% | -46.3% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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