+173.7%
VEA vs RY
+713.7%
-540.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.9% |
| 7D | +1.0% | +3.1% | -2.2% | -1.0% |
| 30D | +1.9% | -0.3% | +2.3% | +2.1% |
| 3M | +3.2% | +8.7% | -5.4% | -2.4% |
| 6M | +10.2% | +28.5% | -18.3% | -6.4% |
| YTD | +18.9% | +25.1% | -6.2% | +2.6% |
| 1Y | +29.3% | +46.3% | -17.0% | +0.9% |
| 3Y | +76.8% | +154.9% | -78.2% | -4.7% |
| 5Y | +61.2% | +140.3% | -79.1% | -10.3% |
| 10Y | +163.3% | +377.0% | -213.7% | -7.6% |
| All | +173.7% | +713.7% | -540.0% | -36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling