+126.1%
RY vs VT
+53.2%
+72.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +0.2% |
| 7D | -1.1% | -4.2% | +3.1% | +2.1% |
| 30D | +4.4% | -5.8% | +10.2% | +9.2% |
| 3M | -2.9% | -5.2% | +2.3% | +1.1% |
| 6M | +15.6% | +0.1% | +15.4% | +15.2% |
| YTD | +21.8% | +8.2% | +13.6% | +14.3% |
| 1Y | +42.6% | +10.1% | +32.5% | +32.0% |
| 3Y | +160.9% | +69.7% | +91.2% | +71.3% |
| 5Y | +126.1% | +53.4% | +72.7% | +57.6% |
| All | +126.1% | +53.2% | +72.9% | +57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling