+534.3%
RBC price history and return analytics
+222.7%
+311.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.3% |
| 7D | +5.2% | +2.9% | +2.4% | +1.2% |
| 30D | -4.1% | -2.5% | -1.6% | -0.8% |
| 3M | -12.0% | -3.3% | -8.6% | -7.9% |
| 6M | -20.2% | +1.5% | -21.7% | -22.0% |
| YTD | +9.1% | +11.4% | -2.3% | -6.2% |
| 1Y | +9.8% | +11.9% | -2.1% | -6.2% |
| 3Y | +113.9% | +73.9% | +40.0% | -3.2% |
| 5Y | +113.1% | +57.9% | +55.2% | +11.5% |
| All | +534.3% | +222.7% | +311.6% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling