+328.2%
TRST vs VOO
+817.1%
-488.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.6% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | +2.6% | +0.1% | +2.5% | +2.5% |
| 3M | +11.6% | +2.0% | +9.5% | +8.9% |
| 6M | +32.9% | +13.0% | +19.9% | +17.0% |
| YTD | +43.4% | +13.6% | +29.8% | +25.4% |
| 1Y | +48.2% | +20.1% | +28.1% | +22.5% |
| 3Y | +126.2% | +77.6% | +48.7% | +25.2% |
| 5Y | +126.6% | +82.4% | +44.2% | +18.0% |
| 10Y | +139.2% | +316.8% | -177.7% | -51.8% |
| All | +328.2% | +817.1% | -488.9% | -68.7% |
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