-54.2%
TRIP vs VT
+69.4%
-123.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.6% | -4.1% | -23.6% | -21.2% |
| 7D | -20.0% | -4.2% | -15.8% | -12.6% |
| 30D | -13.4% | -5.8% | -7.6% | -3.3% |
| 3M | -47.2% | -5.2% | -42.0% | -41.6% |
| 6M | -34.6% | +0.1% | -34.7% | -34.1% |
| YTD | -49.3% | +8.2% | -57.5% | -55.1% |
| 1Y | -52.2% | +10.1% | -62.3% | -58.8% |
| All | -54.2% | +69.4% | -123.5% | -79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling