+77.6%
V vs RY
+158.9%
-81.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -2.1% |
| 7D | +2.9% | -1.1% | +4.0% | +3.4% |
| 30D | +14.0% | +4.4% | +9.6% | +12.2% |
| 3M | +14.9% | -2.9% | +17.8% | +16.1% |
| 6M | +31.7% | +15.6% | +16.2% | +23.5% |
| YTD | +21.2% | +21.8% | -0.6% | +10.6% |
| 1Y | +25.3% | +42.6% | -17.3% | +6.3% |
| All | +77.6% | +158.9% | -81.3% | +23.7% |
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