+307.7%
VOO vs RY
+354.4%
-46.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.6% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | -3.6% | +6.1% | -9.8% | -7.2% |
| 3M | -2.7% | -3.4% | +0.6% | -0.8% |
| 6M | +2.2% | +12.8% | -10.5% | -5.8% |
| YTD | +10.9% | +21.0% | -10.1% | -2.6% |
| 1Y | +11.3% | +40.5% | -29.1% | -11.3% |
| 3Y | +76.9% | +159.9% | -83.0% | -7.3% |
| 5Y | +73.5% | +125.0% | -51.5% | -0.7% |
| 10Y | +307.7% | +350.6% | -42.9% | +59.8% |
| All | +307.7% | +354.4% | -46.7% | +59.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling