+100.8%
TRST vs VT
+53.2%
+47.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -0.1% |
| 7D | -0.6% | -4.2% | +3.6% | +2.1% |
| 30D | +2.6% | -5.8% | +8.4% | +6.5% |
| 3M | +0.2% | -5.2% | +5.4% | +3.5% |
| 6M | +19.3% | +0.1% | +19.1% | +18.5% |
| YTD | +40.0% | +8.2% | +31.7% | +31.5% |
| 1Y | +49.8% | +10.1% | +39.7% | +39.0% |
| 3Y | +130.8% | +69.7% | +61.1% | +63.6% |
| 5Y | +100.8% | +53.4% | +47.4% | +46.5% |
| All | +100.8% | +53.2% | +47.6% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling