+641.6%
RY vs VOO
+817.1%
-175.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | +8.7% | +2.0% | +6.6% | +6.8% |
| 6M | +28.5% | +13.0% | +15.5% | +16.1% |
| YTD | +25.1% | +13.6% | +11.5% | +12.6% |
| 1Y | +46.3% | +20.1% | +26.2% | +25.6% |
| 3Y | +154.9% | +77.6% | +77.4% | +56.4% |
| 5Y | +140.3% | +82.4% | +57.9% | +42.1% |
| 10Y | +377.0% | +316.8% | +60.2% | +31.9% |
| All | +641.6% | +817.1% | -175.5% | -8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling