+52.5%
TRST vs VT
+10.5%
+42.0%
-9.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +1.8% | -2.3% | +4.2% | +2.6% |
| 30D | +5.6% | -5.0% | +10.6% | +7.2% |
| 3M | +2.6% | -4.9% | +7.5% | +4.1% |
| 6M | +19.5% | -1.5% | +21.1% | +19.8% |
| YTD | +41.8% | +8.5% | +33.4% | +35.7% |
| 1Y | +52.5% | +11.4% | +41.1% | +43.8% |
| All | +52.5% | +10.5% | +42.0% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling