+42.5%
VTRS vs RY
+139.4%
-96.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | +0.1% |
| 7D | -3.5% | -0.5% | -2.9% | -3.1% |
| 30D | +2.1% | -1.9% | +4.0% | +3.3% |
| 3M | +2.6% | +5.1% | -2.5% | -1.5% |
| 6M | +17.8% | +28.2% | -10.4% | -2.1% |
| YTD | +35.7% | +22.9% | +12.8% | +16.3% |
| 1Y | +63.5% | +45.5% | +18.0% | +24.3% |
| 3Y | +85.1% | +156.7% | -71.6% | -6.1% |
| 5Y | +42.5% | +137.7% | -95.2% | -21.9% |
| All | +42.5% | +139.4% | -96.9% | -21.9% |
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