+157.5%
RY vs VOO
+75.5%
+82.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.5% |
| 7D | -0.9% | -2.7% | +1.8% | +0.8% |
| 30D | +5.9% | -5.4% | +11.2% | +9.6% |
| 3M | -4.3% | -4.1% | -0.2% | -1.7% |
| 6M | +12.1% | +0.7% | +11.4% | +11.5% |
| YTD | +20.3% | +8.7% | +11.5% | +14.0% |
| 1Y | +41.0% | +11.0% | +30.0% | +32.0% |
| 3Y | +157.5% | +75.5% | +82.1% | +72.7% |
| All | +157.5% | +75.5% | +82.0% | +72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling