+374.5%
RY vs VO
+194.4%
+180.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | +3.1% | -0.3% | +3.4% | +3.3% |
| 30D | -0.3% | -0.3% | 0.0% | -0.1% |
| 3M | +8.7% | +2.9% | +5.7% | +6.2% |
| 6M | +28.5% | +9.3% | +19.2% | +20.1% |
| YTD | +25.1% | +14.2% | +10.9% | +13.0% |
| 1Y | +46.3% | +15.3% | +31.0% | +31.1% |
| 3Y | +154.9% | +56.2% | +98.7% | +79.8% |
| 5Y | +140.3% | +42.4% | +97.9% | +79.7% |
| All | +374.5% | +194.4% | +180.1% | +92.5% |
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