+38.6%
RY vs VO
+13.5%
+25.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | +0.2% |
| 7D | -0.5% | +2.9% | -3.5% | -2.7% |
| 30D | +4.7% | +1.0% | +3.7% | +4.0% |
| 3M | -4.5% | -1.7% | -2.8% | -3.3% |
| 6M | +12.5% | +6.7% | +5.8% | +7.5% |
| YTD | +21.1% | +14.0% | +7.2% | +10.1% |
| 1Y | +38.6% | +13.7% | +25.0% | +26.3% |
| All | +38.6% | +13.5% | +25.2% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling