-61.8%
TRIP vs VT
+409.3%
-471.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.5% |
| 7D | -5.5% | +0.4% | -5.9% | -6.1% |
| 30D | -33.3% | +1.0% | -34.3% | -34.2% |
| 3M | -21.9% | +2.4% | -24.3% | -24.8% |
| 6M | -9.1% | +12.0% | -21.1% | -22.7% |
| YTD | -35.9% | +15.3% | -51.3% | -47.5% |
| 1Y | -48.1% | +22.6% | -70.6% | -60.6% |
| 3Y | -40.2% | +74.7% | -114.9% | -70.8% |
| 5Y | -72.5% | +66.1% | -138.7% | -85.3% |
| 10Y | -82.9% | +225.0% | -307.9% | -95.6% |
| All | -61.8% | +409.3% | -471.1% | -93.4% |
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