+65.0%
CNQ vs VO
+13.3%
+51.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -0.4% |
| 7D | +0.1% | -1.5% | +1.6% | -0.1% |
| 30D | +6.2% | -3.0% | +9.2% | +5.7% |
| 3M | +12.4% | +2.8% | +9.5% | +12.4% |
| 6M | +9.0% | +10.9% | -1.9% | +9.3% |
| YTD | +52.2% | +12.5% | +39.8% | +51.9% |
| 1Y | +65.0% | +12.0% | +53.1% | +66.7% |
| All | +65.0% | +13.3% | +51.8% | +66.7% |
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