+74.0%
VTI vs RY
+140.3%
-66.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.1% |
| 7D | +0.6% | +2.7% | -2.1% | -1.0% |
| 30D | -1.1% | -1.0% | -0.1% | -0.6% |
| 3M | +3.9% | +7.6% | -3.7% | -1.0% |
| 6M | +14.6% | +29.5% | -14.8% | -2.7% |
| YTD | +13.3% | +24.2% | -10.9% | -1.4% |
| 1Y | +19.2% | +46.4% | -27.2% | -6.6% |
| 3Y | +77.4% | +159.4% | -82.0% | -5.0% |
| 5Y | +74.0% | +141.8% | -67.8% | -3.1% |
| All | +74.0% | +140.3% | -66.3% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling