-89.3%
CAN vs VT
+73.6%
-162.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.0% | +3.0% |
| 7D | -11.5% | -1.6% | -9.8% | -6.3% |
| 30D | -42.6% | -2.5% | -40.1% | -37.1% |
| 3M | +13.6% | -1.3% | +14.9% | +24.0% |
| 6M | -61.2% | +3.1% | -64.3% | -63.1% |
| YTD | -70.9% | +10.9% | -81.8% | -77.1% |
| 1Y | -84.5% | +12.1% | -96.6% | -88.1% |
| All | -89.3% | +73.6% | -162.8% | -97.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling