+584.7%
RVMD vs RY
+140.3%
+444.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.7% |
| 7D | -1.2% | +2.7% | -3.9% | -3.1% |
| 30D | +1.1% | -1.0% | +2.0% | +1.6% |
| 3M | +39.6% | +7.6% | +32.0% | +31.7% |
| 6M | +110.7% | +29.5% | +81.2% | +73.0% |
| YTD | +160.3% | +24.2% | +136.1% | +119.8% |
| 1Y | +404.9% | +46.4% | +358.5% | +277.2% |
| 3Y | +545.5% | +159.4% | +386.0% | +211.4% |
| 5Y | +584.7% | +141.8% | +442.8% | +247.5% |
| All | +584.7% | +140.3% | +444.4% | +247.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling