+28.9%
VCIT vs RY
+360.6%
-331.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | +0.1% | -0.9% | +1.0% | +0.2% |
| 30D | +1.9% | +5.9% | -3.9% | +1.5% |
| 3M | -1.4% | -4.3% | +2.8% | -1.2% |
| 6M | -2.1% | +12.1% | -14.3% | -3.0% |
| YTD | -1.6% | +20.3% | -21.9% | -3.0% |
| 1Y | -0.9% | +41.0% | -41.9% | -3.4% |
| 3Y | +20.0% | +157.5% | -137.6% | +12.0% |
| 5Y | +3.1% | +123.2% | -120.0% | -3.2% |
| All | +28.9% | +360.6% | -331.7% | +17.3% |
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 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