+350.6%
RY vs VOO
+306.9%
+43.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | -0.9% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | +6.1% | -3.6% | +9.8% | +9.1% |
| 3M | -3.4% | -2.7% | -0.6% | -1.3% |
| 6M | +12.8% | +2.2% | +10.5% | +10.7% |
| YTD | +21.0% | +10.9% | +10.1% | +11.5% |
| 1Y | +40.5% | +11.3% | +29.1% | +29.0% |
| 3Y | +159.9% | +76.9% | +83.0% | +63.9% |
| 5Y | +125.0% | +73.5% | +51.5% | +42.7% |
| 10Y | +350.6% | +307.7% | +42.9% | +31.0% |
| All | +350.6% | +306.9% | +43.7% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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