+162.0%
VTRS vs RY
+160.7%
+1.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.6% |
| 7D | +9.0% | -0.5% | +9.5% | +9.3% |
| 30D | +19.8% | +4.7% | +15.1% | +16.1% |
| 3M | +29.3% | -4.5% | +33.8% | +33.1% |
| 6M | +22.2% | +12.5% | +9.6% | +11.0% |
| YTD | +69.9% | +21.1% | +48.8% | +46.0% |
| 1Y | +94.4% | +38.6% | +55.7% | +51.6% |
| All | +162.0% | +160.7% | +1.3% | +33.6% |
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 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