+358.7%
RY vs VO
+196.6%
+162.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.1% | -1.2% |
| 7D | -0.9% | -2.6% | +1.7% | +1.1% |
| 30D | +5.9% | -0.9% | +6.8% | +6.7% |
| 3M | -4.3% | -3.0% | -1.3% | -2.0% |
| 6M | +12.1% | +2.2% | +9.9% | +10.3% |
| YTD | +20.3% | +10.6% | +9.7% | +11.3% |
| 1Y | +41.0% | +12.5% | +28.5% | +28.8% |
| 3Y | +157.5% | +61.4% | +96.1% | +77.0% |
| 5Y | +123.2% | +33.4% | +89.8% | +75.7% |
| All | +358.7% | +196.6% | +162.2% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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