+415.5%
CNQ vs VO
+200.3%
+215.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -1.4% |
| 7D | +0.1% | -1.5% | +1.6% | +1.7% |
| 30D | +6.2% | -3.0% | +9.2% | +9.5% |
| 3M | +12.4% | +2.8% | +9.5% | +8.5% |
| 6M | +9.0% | +10.9% | -1.9% | -4.0% |
| YTD | +52.2% | +12.5% | +39.8% | +31.7% |
| 1Y | +65.0% | +12.0% | +53.1% | +43.1% |
| 3Y | +78.8% | +56.3% | +22.6% | +4.5% |
| 5Y | +286.0% | +42.9% | +243.0% | +145.4% |
| All | +415.5% | +200.3% | +215.2% | +56.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling