+3.5%
VRT vs RY
+41.3%
-37.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +5.5% |
| 7D | -17.7% | -0.6% | -17.1% | -17.0% |
| 30D | -20.0% | +6.1% | -26.1% | -25.1% |
| 3M | -28.1% | -3.4% | -24.7% | -24.6% |
| 6M | -42.8% | +12.8% | -55.6% | -49.2% |
| YTD | +20.0% | +21.0% | -1.1% | -6.1% |
| 1Y | +3.5% | +40.5% | -37.0% | -29.8% |
| All | +3.5% | +41.3% | -37.8% | -29.8% |
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 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