+10.1%
VT vs RY
+43.0%
-32.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -2.6% |
| 7D | -4.2% | -1.1% | -3.1% | -3.6% |
| 30D | -5.8% | +4.4% | -10.2% | -7.7% |
| 3M | -5.2% | -2.9% | -2.3% | -3.8% |
| 6M | +0.1% | +15.6% | -15.4% | -8.3% |
| YTD | +8.2% | +21.8% | -13.6% | -5.3% |
| 1Y | +10.1% | +42.6% | -32.5% | -10.6% |
| All | +10.1% | +43.0% | -32.9% | -10.6% |
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 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