+561.6%
RBC vs VT
+224.5%
+337.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | -2.4% | +0.4% | -2.9% | -3.0% |
| 30D | -14.6% | +1.0% | -15.6% | -15.8% |
| 3M | -17.2% | +2.4% | -19.5% | -19.9% |
| 6M | -14.3% | +12.0% | -26.3% | -26.7% |
| YTD | +8.9% | +15.3% | -6.4% | -10.6% |
| 1Y | +24.9% | +22.6% | +2.3% | -5.8% |
| 3Y | +109.0% | +74.7% | +34.3% | -5.5% |
| 5Y | +121.7% | +66.1% | +55.5% | +8.1% |
| All | +561.6% | +224.5% | +337.1% | +22.5% |
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 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