+16.1%
VEA vs RY
+38.8%
-22.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +2.3% | +0.6% | +1.7% | +1.9% |
| 30D | +0.2% | +5.0% | -4.8% | -2.6% |
| 3M | -5.3% | -5.3% | 0.0% | -2.1% |
| 6M | -0.9% | +13.8% | -14.8% | -10.2% |
| YTD | +12.2% | +21.0% | -8.7% | -4.4% |
| 1Y | +16.1% | +40.5% | -24.4% | -7.7% |
| All | +16.1% | +38.8% | -22.7% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling