+618.6%
RVMD vs RY
+220.0%
+398.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.9% |
| 7D | -0.7% | -0.5% | -0.2% | -0.4% |
| 30D | +0.3% | -1.9% | +2.2% | +1.5% |
| 3M | +38.9% | +5.1% | +33.7% | +33.7% |
| 6M | +108.1% | +28.2% | +79.9% | +74.6% |
| YTD | +160.7% | +22.9% | +137.9% | +124.7% |
| 1Y | +407.3% | +45.5% | +361.8% | +289.2% |
| 3Y | +546.6% | +156.7% | +389.9% | +234.5% |
| 5Y | +579.8% | +137.7% | +442.1% | +267.4% |
| All | +618.6% | +220.0% | +398.6% | +197.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling