+54.4%
VXUS vs RY
+140.8%
-86.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.9% |
| 7D | +1.0% | +3.1% | -2.1% | -0.9% |
| 30D | +2.2% | -0.3% | +2.5% | +2.3% |
| 3M | +3.0% | +8.7% | -5.7% | -2.3% |
| 6M | +10.7% | +28.5% | -17.9% | -5.3% |
| YTD | +17.8% | +25.1% | -7.3% | +2.4% |
| 1Y | +27.6% | +46.3% | -18.7% | +0.8% |
| 3Y | +73.3% | +154.9% | -81.6% | -4.4% |
| All | +54.4% | +140.8% | -86.4% | -13.0% |
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