+358.7%
RY price history and return analytics
+215.5%
+143.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -0.9% | -2.3% | +1.4% | +1.1% |
| 30D | +5.9% | -5.0% | +10.8% | +10.5% |
| 3M | -4.3% | -4.9% | +0.6% | -0.1% |
| 6M | +12.1% | -1.5% | +13.7% | +13.3% |
| YTD | +20.3% | +8.5% | +11.8% | +11.6% |
| 1Y | +41.0% | +11.4% | +29.6% | +27.9% |
| 3Y | +157.5% | +70.1% | +87.5% | +59.6% |
| 5Y | +123.2% | +53.7% | +69.5% | +50.6% |
| All | +358.7% | +215.5% | +143.2% | +51.9% |
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