+32.4%
CNI vs VO
+13.3%
+19.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.3% |
| 7D | -0.4% | -1.5% | +1.1% | +0.7% |
| 30D | -2.7% | -3.0% | +0.3% | -0.6% |
| 3M | +3.9% | +2.8% | +1.1% | +1.9% |
| 6M | +16.4% | +10.9% | +5.4% | +7.6% |
| YTD | +25.8% | +12.5% | +13.3% | +15.7% |
| 1Y | +32.4% | +12.0% | +20.4% | +21.2% |
| All | +32.4% | +13.3% | +19.1% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling