+168.6%
RY vs VT
+76.6%
+92.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +1.8% |
| 7D | +2.5% | -0.3% | +2.8% | +2.7% |
| 30D | +8.4% | -1.4% | +9.9% | +9.6% |
| 3M | +1.2% | -1.4% | +2.6% | +2.3% |
| 6M | +19.4% | +5.5% | +13.9% | +14.7% |
| YTD | +25.4% | +12.8% | +12.6% | +14.8% |
| 1Y | +46.7% | +15.4% | +31.3% | +32.0% |
| All | +168.6% | +76.6% | +92.0% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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