+78.8%
CNQ vs VIG
+55.8%
+23.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.0% |
| 7D | +0.1% | -1.1% | +1.2% | +0.8% |
| 30D | +6.2% | -2.7% | +8.9% | +8.0% |
| 3M | +12.4% | +2.5% | +9.8% | +10.1% |
| 6M | +9.0% | +9.2% | -0.2% | +1.8% |
| YTD | +52.2% | +9.8% | +42.4% | +41.3% |
| 1Y | +65.0% | +12.4% | +52.6% | +50.0% |
| 3Y | +78.8% | +55.9% | +22.9% | +18.5% |
| All | +78.8% | +55.8% | +23.0% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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