+86.3%
CNQ vs VLTO
+24.3%
+62.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.2% | -0.6% |
| 7D | +0.1% | -2.3% | +2.4% | +0.3% |
| 30D | +6.2% | -2.7% | +8.9% | +6.4% |
| 3M | +12.4% | +14.0% | -1.7% | +10.4% |
| 6M | +9.0% | +3.3% | +5.7% | +8.5% |
| YTD | +52.2% | -5.4% | +57.6% | +53.4% |
| 1Y | +65.0% | -13.3% | +78.3% | +69.3% |
| All | +86.3% | +24.3% | +62.0% | +76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling