+538.2%
RBC price history and return analytics
+224.4%
+313.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.8% |
| 7D | +3.7% | -0.7% | +4.4% | +4.5% |
| 30D | -3.0% | -1.7% | -1.3% | -0.7% |
| 3M | -10.5% | -2.3% | -8.2% | -7.7% |
| 6M | -19.4% | +1.5% | -20.9% | -21.2% |
| YTD | +10.3% | +12.0% | -1.8% | -6.0% |
| 1Y | +11.8% | +12.9% | -1.1% | -5.7% |
| 3Y | +116.2% | +74.9% | +41.3% | -3.0% |
| 5Y | +112.5% | +59.9% | +52.5% | +9.0% |
| 10Y | +538.2% | +224.6% | +313.6% | +11.4% |
| All | +538.2% | +224.4% | +313.9% | +11.4% |
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