+495.5%
VRTX vs RY
+353.1%
+142.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +3.2% | -0.6% | +3.8% | +3.5% |
| 30D | +7.4% | +6.1% | +1.3% | +4.7% |
| 3M | +4.6% | -3.4% | +7.9% | +5.9% |
| 6M | +27.5% | +12.8% | +14.7% | +20.5% |
| YTD | +20.9% | +21.0% | -0.2% | +10.5% |
| 1Y | +30.1% | +40.5% | -10.4% | +11.4% |
| 3Y | +46.6% | +159.9% | -113.3% | -5.6% |
| 5Y | +191.6% | +125.0% | +66.6% | +98.0% |
| All | +495.5% | +353.1% | +142.4% | +183.0% |
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