+197.3%
ROIV vs RY
+154.9%
+42.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.9% |
| 7D | +0.6% | +3.1% | -2.5% | -1.2% |
| 30D | +1.0% | -0.3% | +1.3% | +1.0% |
| 3M | +18.3% | +8.7% | +9.6% | +12.1% |
| 6M | +18.3% | +28.5% | -10.2% | +1.4% |
| YTD | +61.0% | +25.1% | +35.9% | +40.0% |
| 1Y | +177.9% | +46.3% | +131.6% | +120.9% |
| All | +197.3% | +154.9% | +42.4% | +68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling