+610.1%
RBC vs VT
+215.5%
+394.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +1.8% |
| 7D | +2.6% | -2.3% | +5.0% | +5.7% |
| 30D | -5.2% | -5.0% | -0.3% | +1.5% |
| 3M | -16.3% | -4.9% | -11.4% | -10.5% |
| 6M | -23.9% | -1.5% | -22.3% | -22.4% |
| YTD | +5.8% | +8.5% | -2.7% | -5.7% |
| 1Y | +9.8% | +11.4% | -1.5% | -5.6% |
| 3Y | +116.4% | +70.1% | +46.3% | +1.0% |
| 5Y | +101.1% | +53.7% | +47.4% | +9.3% |
| All | +610.1% | +215.5% | +394.6% | +44.7% |
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