+108.9%
TRST price history and return analytics
+221.8%
-112.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | 0.0% | +2.4% | -2.3% | -2.2% |
| 30D | +6.4% | -1.5% | +7.9% | +7.7% |
| 3M | +1.3% | -4.1% | +5.4% | +5.0% |
| 6M | +20.1% | +0.6% | +19.5% | +18.5% |
| YTD | +41.9% | +11.0% | +30.9% | +26.4% |
| 1Y | +48.6% | +13.3% | +35.3% | +29.7% |
| 3Y | +145.5% | +73.4% | +72.1% | +40.3% |
| 5Y | +107.8% | +57.4% | +50.4% | +29.5% |
| All | +108.9% | +221.8% | -112.8% | -48.7% |
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