+358.7%
RY vs VO
+206.8%
+151.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | -0.6% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | +7.1% | +0.5% | +6.6% | +6.7% |
| 3M | -2.7% | -1.0% | -1.6% | -1.9% |
| 6M | +13.8% | +6.4% | +7.3% | +8.5% |
| YTD | +22.1% | +13.6% | +8.5% | +10.7% |
| 1Y | +43.1% | +14.5% | +28.6% | +28.9% |
| 3Y | +163.6% | +67.2% | +96.4% | +76.4% |
| 5Y | +126.2% | +36.1% | +90.2% | +75.5% |
| 10Y | +358.7% | +199.3% | +159.4% | +81.2% |
| All | +358.7% | +206.8% | +151.9% | +81.2% |
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