+20.1%
VCIT vs RY
+158.9%
-138.8%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.5% |
| 7D | +0.5% | -1.1% | +1.6% | +0.5% |
| 30D | +2.1% | +4.4% | -2.3% | +1.6% |
| 3M | -1.6% | -2.9% | +1.4% | -1.3% |
| 6M | -1.6% | +15.6% | -17.2% | -3.1% |
| YTD | -1.5% | +21.8% | -23.3% | -3.7% |
| 1Y | -0.4% | +42.6% | -43.0% | -4.2% |
| All | +20.1% | +158.9% | -138.8% | +7.8% |
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