+80.3%
VTV vs RY
+140.3%
-60.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.4% |
| 7D | +0.3% | +2.7% | -2.4% | -1.1% |
| 30D | +0.1% | -1.0% | +1.1% | +0.6% |
| 3M | +6.2% | +7.6% | -1.4% | +1.9% |
| 6M | +13.5% | +29.5% | -16.0% | -1.6% |
| YTD | +18.9% | +24.2% | -5.3% | +5.3% |
| 1Y | +25.8% | +46.4% | -20.6% | +1.7% |
| 3Y | +68.7% | +159.4% | -90.7% | -2.5% |
| 5Y | +80.3% | +141.8% | -61.5% | +7.0% |
| All | +80.3% | +140.3% | -60.0% | +7.0% |
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