+167.9%
RVMD vs RY
+39.8%
+128.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | -0.7% | -0.5% | -0.2% | -0.5% |
| 30D | -6.4% | +4.7% | -11.2% | -8.2% |
| 3M | -14.1% | -4.5% | -9.6% | -11.5% |
| 6M | +21.0% | +12.5% | +8.5% | +10.9% |
| YTD | +121.4% | +21.1% | +100.3% | +87.5% |
| 1Y | +167.9% | +38.6% | +129.2% | +101.3% |
| All | +167.9% | +39.8% | +128.1% | +101.3% |
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