-84.8%
TRIP price history and return analytics
+223.7%
-308.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -2.0% |
| 7D | -24.6% | +0.4% | -24.9% | -23.5% |
| 30D | -18.0% | -2.6% | -15.4% | -13.5% |
| 3M | -34.0% | -3.2% | -30.7% | -29.8% |
| 6M | -31.9% | +0.9% | -32.8% | -32.1% |
| YTD | -51.1% | +11.3% | -62.4% | -57.7% |
| 1Y | -53.8% | +14.0% | -67.8% | -61.3% |
| 3Y | -58.1% | +75.8% | -133.9% | -80.4% |
| 5Y | -77.3% | +57.8% | -135.1% | -87.3% |
| 10Y | -84.8% | +219.8% | -304.6% | -96.6% |
| All | -84.8% | +223.7% | -308.5% | -96.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling