+11.3%
IVV vs RY
+41.3%
-30.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.7% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | -3.7% | +6.1% | -9.8% | -5.9% |
| 3M | -2.7% | -3.4% | +0.6% | -1.2% |
| 6M | +2.2% | +12.8% | -10.5% | -3.8% |
| YTD | +10.9% | +21.0% | -10.1% | -0.5% |
| 1Y | +11.3% | +40.5% | -29.1% | -5.7% |
| All | +11.3% | +41.3% | -30.0% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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