+62.8%
CNQ vs VLTO
+18.3%
+44.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.6% | -8.0% | -7.3% |
| 7D | -9.4% | +13.8% | -23.3% | -7.6% |
| 30D | +2.8% | +21.2% | -18.4% | +6.0% |
| 3M | +8.5% | +21.5% | -13.0% | +12.0% |
| 6M | +6.4% | +33.0% | -26.6% | +11.6% |
| YTD | +50.9% | +17.8% | +33.1% | +57.1% |
| 1Y | +62.8% | +18.1% | +44.7% | +70.1% |
| All | +62.8% | +18.3% | +44.5% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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