-12.9%
VMC vs RY
+45.9%
-58.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.9% | -1.3% |
| 7D | -0.5% | +2.7% | -3.2% | -1.9% |
| 30D | -9.1% | -1.0% | -8.1% | -8.7% |
| 3M | -4.1% | +7.6% | -11.8% | -8.6% |
| 6M | -5.5% | +29.5% | -35.0% | -19.7% |
| YTD | -8.9% | +24.2% | -33.1% | -21.4% |
| 1Y | -12.9% | +46.4% | -59.3% | -32.5% |
| All | -12.9% | +45.9% | -58.9% | -32.5% |
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