+42.3%
VFC vs RY
+40.4%
+1.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +1.6% |
| 7D | +11.2% | -0.9% | +12.1% | +12.4% |
| 30D | +41.5% | +5.9% | +35.7% | +32.0% |
| 3M | +38.9% | -4.3% | +43.2% | +46.4% |
| 6M | +6.1% | +12.1% | -6.0% | -9.2% |
| YTD | +14.5% | +20.3% | -5.7% | -12.6% |
| All | +42.3% | +40.4% | +1.8% | -11.5% |
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 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