+354.3%
RY price history and return analytics
+224.4%
+130.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | -0.4% |
| 7D | -3.0% | -0.7% | -2.3% | -2.5% |
| 30D | +6.3% | -1.7% | +8.0% | +7.8% |
| 3M | -2.6% | -2.3% | -0.3% | -0.7% |
| 6M | +13.9% | +1.5% | +12.4% | +12.1% |
| YTD | +21.7% | +12.0% | +9.6% | +9.9% |
| 1Y | +40.4% | +12.9% | +27.6% | +26.0% |
| 3Y | +161.3% | +74.9% | +86.4% | +58.1% |
| 5Y | +126.5% | +59.9% | +66.5% | +47.6% |
| 10Y | +354.3% | +224.6% | +129.7% | +45.8% |
| All | +354.3% | +224.4% | +130.0% | +45.8% |
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