+125.4%
RY vs VT
+57.9%
+67.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.3% | -1.6% | +1.9% | +1.5% |
| 30D | +4.7% | -2.5% | +7.2% | +6.7% |
| 3M | -2.7% | -1.3% | -1.3% | -1.7% |
| 6M | +14.8% | +3.1% | +11.7% | +11.9% |
| YTD | +21.7% | +10.9% | +10.8% | +12.1% |
| 1Y | +40.8% | +12.1% | +28.7% | +28.7% |
| 3Y | +160.7% | +73.9% | +86.8% | +68.0% |
| All | +125.4% | +57.9% | +67.6% | +53.6% |
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