+76.9%
VT vs RY
+166.5%
-89.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.0% | -1.3% | +0.1% |
| 7D | -0.3% | +2.5% | -2.8% | -1.6% |
| 30D | -1.4% | +8.4% | -9.9% | -5.6% |
| 3M | -1.4% | +1.2% | -2.6% | -2.2% |
| 6M | +5.5% | +19.4% | -13.9% | -4.5% |
| YTD | +12.8% | +25.4% | -12.6% | -0.8% |
| 1Y | +15.4% | +46.7% | -31.3% | -6.7% |
| All | +76.9% | +166.5% | -89.7% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling