+112.0%
VSH vs RY
+46.1%
+65.9%
-54.3%
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 | +4.1% | +3.1% | +0.9% | +0.2% |
| 30D | -4.2% | -0.3% | -3.8% | -3.7% |
| 3M | -50.0% | +8.7% | -58.6% | -55.0% |
| 6M | +80.2% | +28.5% | +51.6% | +27.3% |
| YTD | +121.1% | +25.1% | +96.0% | +59.9% |
| 1Y | +112.0% | +46.3% | +65.7% | +13.2% |
| All | +112.0% | +46.1% | +65.9% | +13.2% |
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