+123.4%
VRT vs RY
+46.1%
+77.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +5.2% |
| 7D | +9.1% | +3.1% | +6.0% | +5.3% |
| 30D | +0.9% | -0.3% | +1.3% | +1.6% |
| 3M | -13.4% | +8.7% | -22.0% | -20.3% |
| 6M | +11.7% | +28.5% | -16.8% | -16.0% |
| YTD | +73.2% | +25.1% | +48.1% | +31.0% |
| 1Y | +123.4% | +46.3% | +77.1% | +44.4% |
| All | +123.4% | +46.1% | +77.3% | +44.4% |
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 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