+2,723.0%
VRT vs RY
+260.9%
+2,462.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +5.0% |
| 7D | +9.1% | +3.1% | +6.0% | +6.2% |
| 30D | +0.9% | -0.3% | +1.3% | +1.3% |
| 3M | -13.4% | +8.7% | -22.0% | -19.2% |
| 6M | +11.7% | +28.5% | -16.8% | -9.9% |
| YTD | +73.2% | +25.1% | +48.1% | +42.8% |
| 1Y | +123.4% | +46.3% | +77.1% | +61.1% |
| 3Y | +606.2% | +154.9% | +451.2% | +215.5% |
| 5Y | +899.9% | +140.3% | +759.6% | +379.1% |
| All | +2,723.0% | +260.9% | +2,462.1% | +818.4% |
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 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