+78.8%
CNQ vs VSH
+42.0%
+36.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.7% | -1.2% |
| 7D | +0.1% | +4.8% | -4.6% | -0.4% |
| 30D | +6.2% | -0.7% | +6.9% | +6.2% |
| 3M | +12.4% | -43.1% | +55.4% | +18.9% |
| 6M | +9.0% | +91.8% | -82.8% | -5.6% |
| YTD | +52.2% | +131.6% | -79.4% | +26.6% |
| 1Y | +65.0% | +118.1% | -53.0% | +38.2% |
| 3Y | +78.8% | +40.9% | +37.9% | +46.9% |
| All | +78.8% | +42.0% | +36.8% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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