+595.6%
RBC vs VT
+214.8%
+380.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +3.0% |
| 7D | -6.2% | -4.2% | -2.1% | -0.8% |
| 30D | -9.6% | -5.8% | -3.8% | -2.0% |
| 3M | -18.8% | -5.2% | -13.5% | -12.7% |
| 6M | -23.5% | +0.1% | -23.6% | -23.8% |
| YTD | +3.6% | +8.2% | -4.6% | -7.4% |
| 1Y | +7.7% | +10.1% | -2.4% | -6.0% |
| 3Y | +110.8% | +69.7% | +41.2% | -1.2% |
| 5Y | +97.0% | +53.4% | +43.7% | +7.4% |
| All | +595.6% | +214.8% | +380.8% | +42.2% |
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