+143.4%
TRST price history and return analytics
+224.7%
-81.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | +3.0% | +1.0% | +2.0% | +2.1% |
| 30D | +5.0% | -0.2% | +5.2% | +5.2% |
| 3M | +8.8% | +4.5% | +4.2% | +3.8% |
| 6M | +33.0% | +14.1% | +18.9% | +16.1% |
| YTD | +42.2% | +14.8% | +27.5% | +23.2% |
| 1Y | +50.1% | +21.2% | +28.9% | +23.1% |
| 3Y | +134.9% | +76.6% | +58.4% | +32.5% |
| 5Y | +122.5% | +66.6% | +55.9% | +31.1% |
| All | +143.4% | +224.7% | -81.4% | -37.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling