+350.6%
RY price history and return analytics
+217.6%
+132.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | -1.2% |
| 7D | -0.6% | -0.1% | -0.4% | -0.5% |
| 30D | +6.1% | -3.1% | +9.2% | +8.9% |
| 3M | -3.4% | -3.5% | +0.1% | -0.4% |
| 6M | +12.8% | +0.5% | +12.3% | +12.0% |
| YTD | +21.0% | +10.8% | +10.2% | +10.3% |
| 1Y | +40.5% | +11.9% | +28.6% | +26.9% |
| 3Y | +159.9% | +73.0% | +86.9% | +58.8% |
| 5Y | +125.0% | +58.6% | +66.4% | +47.7% |
| 10Y | +350.6% | +219.2% | +131.4% | +46.4% |
| All | +350.6% | +217.6% | +132.9% | +46.4% |
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