+77.6%
V vs RY
+155.6%
-78.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | +2.2% | -0.9% | +3.1% | +2.6% |
| 30D | +13.6% | +5.9% | +7.7% | +11.3% |
| 3M | +14.3% | -4.3% | +18.6% | +16.1% |
| 6M | +33.1% | +12.1% | +21.0% | +26.3% |
| YTD | +21.2% | +20.3% | +1.0% | +11.2% |
| 1Y | +26.4% | +41.0% | -14.6% | +7.8% |
| 3Y | +77.6% | +157.5% | -80.0% | +24.4% |
| All | +77.6% | +155.6% | -78.0% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling