+121.7%
VSH vs RY
+11,121.0%
-10,999.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.3% | +7.0% | +6.6% |
| 7D | -12.9% | -0.9% | -12.0% | -12.4% |
| 30D | -36.9% | +5.9% | -42.7% | -39.3% |
| 3M | -28.8% | -4.3% | -24.5% | -26.5% |
| 6M | -30.3% | +12.1% | -42.4% | -35.6% |
| YTD | +62.4% | +20.3% | +42.1% | +43.3% |
| 1Y | +62.5% | +41.0% | +21.5% | +28.8% |
| 3Y | +7.4% | +157.5% | -150.1% | -43.5% |
| 5Y | +25.4% | +123.2% | -97.8% | -27.6% |
| 10Y | +102.6% | +365.7% | -263.0% | -25.5% |
| All | +121.7% | +11,121.0% | -10,999.4% | -76.6% |
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