+2,128.2%
VMC vs RY
+11,573.6%
-9,445.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.3% |
| 7D | -4.3% | +3.1% | -7.4% | -6.0% |
| 30D | -8.2% | -0.3% | -7.9% | -8.2% |
| 3M | -7.0% | +8.7% | -15.7% | -11.5% |
| 6M | -10.8% | +28.5% | -39.3% | -22.6% |
| YTD | -7.4% | +25.1% | -32.5% | -18.6% |
| 1Y | -9.5% | +46.3% | -55.8% | -27.1% |
| 3Y | +20.5% | +154.9% | -134.5% | -29.6% |
| 5Y | +51.6% | +140.3% | -88.7% | -8.6% |
| 10Y | +150.0% | +377.0% | -227.0% | +4.7% |
| All | +2,128.2% | +11,573.6% | -9,445.4% | +293.8% |
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