+29.1%
VCIT vs RY
+366.5%
-337.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.4% |
| 7D | +0.5% | -1.1% | +1.6% | +0.5% |
| 30D | +2.1% | +4.4% | -2.3% | +1.7% |
| 3M | -1.6% | -2.9% | +1.4% | -1.4% |
| 6M | -1.6% | +15.6% | -17.2% | -2.7% |
| YTD | -1.5% | +21.8% | -23.3% | -3.0% |
| 1Y | -0.4% | +42.6% | -43.0% | -3.0% |
| 3Y | +19.6% | +160.9% | -141.3% | +11.5% |
| 5Y | +3.3% | +126.1% | -122.8% | -3.1% |
| All | +29.1% | +366.5% | -337.5% | +17.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling