+99.1%
V vs RY
+122.0%
-22.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.7% |
| 7D | +2.2% | -0.9% | +3.1% | +2.7% |
| 30D | +13.6% | +5.9% | +7.7% | +10.3% |
| 3M | +14.3% | -4.3% | +18.6% | +16.8% |
| 6M | +33.1% | +12.1% | +21.0% | +24.3% |
| YTD | +21.2% | +20.3% | +1.0% | +8.4% |
| 1Y | +26.4% | +41.0% | -14.6% | +3.0% |
| 3Y | +77.6% | +157.5% | -80.0% | -1.4% |
| All | +99.1% | +122.0% | -22.9% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling