-84.4%
TRIP price history and return analytics
+220.7%
-305.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.3% |
| 7D | -24.9% | -0.1% | -24.8% | -23.3% |
| 30D | -18.3% | -3.1% | -15.3% | -13.2% |
| 3M | -34.2% | -3.5% | -30.7% | -29.8% |
| 6M | -32.2% | +0.5% | -32.6% | -31.9% |
| YTD | -51.3% | +10.8% | -62.1% | -57.6% |
| 1Y | -53.8% | +11.9% | -65.6% | -60.2% |
| 3Y | -59.2% | +73.0% | -132.2% | -80.4% |
| 5Y | -77.1% | +58.6% | -135.7% | -87.3% |
| All | -84.4% | +220.7% | -305.1% | -96.5% |
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 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