+323.8%
TRST vs VOO
+800.4%
-476.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | 0.0% | +2.6% | -2.5% | -2.4% |
| 30D | +6.4% | -2.0% | +8.4% | +8.3% |
| 3M | +1.3% | -2.8% | +4.0% | +3.7% |
| 6M | +20.1% | +2.2% | +17.9% | +16.7% |
| YTD | +41.9% | +11.5% | +30.4% | +26.0% |
| 1Y | +48.6% | +13.5% | +35.1% | +29.6% |
| 3Y | +145.5% | +78.1% | +67.4% | +35.0% |
| 5Y | +107.8% | +73.1% | +34.7% | +14.2% |
| 10Y | +103.9% | +310.7% | -206.8% | -58.5% |
| All | +323.8% | +800.4% | -476.7% | -68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling