-58.2%
TRIP vs VT
+398.3%
-456.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.7% | +6.3% | +5.8% |
| 7D | +14.1% | -0.3% | +14.4% | +14.6% |
| 30D | +16.0% | -1.4% | +17.5% | +18.1% |
| 3M | -28.8% | -1.4% | -27.4% | -27.6% |
| 6M | -10.0% | +5.5% | -15.4% | -16.9% |
| YTD | -29.9% | +12.8% | -42.8% | -41.0% |
| 1Y | -31.1% | +15.4% | -46.6% | -43.6% |
| 3Y | -35.2% | +76.9% | -112.1% | -69.0% |
| 5Y | -68.6% | +60.4% | -129.0% | -82.5% |
| 10Y | -82.0% | +232.8% | -314.8% | -95.5% |
| All | -58.2% | +398.3% | -456.5% | -92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling