+312.2%
VOO vs RY
+351.8%
-39.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +3.3% | -0.5% | +3.8% | +3.6% |
| 30D | -2.7% | +4.7% | -7.4% | -5.5% |
| 3M | -1.7% | -4.5% | +2.7% | +1.0% |
| 6M | +3.1% | +12.5% | -9.4% | -4.9% |
| YTD | +11.9% | +21.1% | -9.2% | -1.7% |
| 1Y | +12.1% | +38.6% | -26.6% | -10.0% |
| 3Y | +78.6% | +160.2% | -81.6% | -6.5% |
| 5Y | +73.8% | +124.7% | -50.9% | -0.5% |
| All | +312.2% | +351.8% | -39.6% | +61.6% |
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