+2,267.4%
VGT vs RY
+1,960.2%
+307.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.7% |
| 7D | +1.0% | +3.1% | -2.1% | -0.7% |
| 30D | +1.3% | -0.3% | +1.6% | +1.4% |
| 3M | -1.1% | +8.7% | -9.8% | -5.7% |
| 6M | +32.6% | +28.5% | +4.1% | +15.2% |
| YTD | +29.0% | +25.1% | +3.9% | +13.7% |
| 1Y | +39.7% | +46.3% | -6.6% | +12.9% |
| 3Y | +120.9% | +154.9% | -34.0% | +30.6% |
| 5Y | +133.6% | +140.3% | -6.7% | +42.8% |
| 10Y | +792.6% | +377.0% | +415.5% | +278.6% |
| All | +2,267.4% | +1,960.2% | +307.2% | +488.4% |
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