+27.3%
V vs RY
+41.3%
-14.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +0.6% | -0.6% | +1.2% | +0.9% |
| 30D | +9.7% | +6.1% | +3.6% | +8.7% |
| 3M | +17.3% | -3.4% | +20.7% | +17.9% |
| 6M | +33.2% | +12.8% | +20.4% | +28.3% |
| YTD | +21.3% | +21.0% | +0.3% | +13.0% |
| 1Y | +27.3% | +40.5% | -13.1% | +13.3% |
| All | +27.3% | +41.3% | -14.0% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling