-71.3%
TRIP price history and return analytics
+379.1%
-450.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.4% | -5.5% |
| 7D | -24.1% | -2.3% | -21.8% | -20.2% |
| 30D | -18.9% | -5.0% | -13.9% | -11.8% |
| 3M | -32.8% | -4.9% | -27.9% | -27.1% |
| 6M | -37.4% | -1.5% | -35.8% | -35.5% |
| YTD | -51.9% | +8.5% | -60.4% | -56.6% |
| 1Y | -54.6% | +11.4% | -66.0% | -60.3% |
| 3Y | -56.5% | +70.1% | -126.6% | -77.7% |
| 5Y | -80.0% | +53.7% | -133.8% | -88.0% |
| 10Y | -87.6% | +220.0% | -307.6% | -96.7% |
| All | -71.3% | +379.1% | -450.4% | -94.5% |
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