+92.4%
ROIV vs RY
+46.4%
+46.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.0% | +3.0% | +4.1% |
| 7D | +3.0% | +2.5% | +0.6% | +1.5% |
| 30D | +6.8% | +8.4% | -1.6% | +1.7% |
| 3M | +10.5% | +1.2% | +9.3% | +9.1% |
| 6M | +34.8% | +19.4% | +15.4% | +15.8% |
| YTD | +76.2% | +25.4% | +50.8% | +43.7% |
| 1Y | +92.4% | +46.7% | +45.7% | +31.9% |
| All | +92.4% | +46.4% | +46.0% | +31.9% |
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