+55.6%
VFC vs RY
+46.4%
+9.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.0% | +1.4% | +0.8% |
| 7D | +21.5% | +2.5% | +19.0% | +18.1% |
| 30D | +46.7% | +8.4% | +38.2% | +33.0% |
| 3M | +38.4% | +1.2% | +37.2% | +36.0% |
| 6M | +15.2% | +19.4% | -4.1% | -8.7% |
| YTD | +17.8% | +25.4% | -7.6% | -14.0% |
| 1Y | +55.6% | +46.7% | +8.9% | -10.3% |
| All | +55.6% | +46.4% | +9.2% | -10.3% |
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 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