+108.9%
TRST vs VOO
+309.6%
-200.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | 0.0% | +2.6% | -2.5% | -2.2% |
| 30D | +6.4% | -2.0% | +8.4% | +8.1% |
| 3M | +1.3% | -2.8% | +4.0% | +3.5% |
| 6M | +20.1% | +2.2% | +17.9% | +17.0% |
| YTD | +41.9% | +11.5% | +30.4% | +27.2% |
| 1Y | +48.6% | +13.5% | +35.1% | +31.0% |
| 3Y | +145.5% | +78.1% | +67.4% | +41.5% |
| 5Y | +107.8% | +73.1% | +34.7% | +20.7% |
| All | +108.9% | +309.6% | -200.7% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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