+272.1%
CNQ vs VT
+65.7%
+206.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -1.2% |
| 7D | +0.1% | -1.1% | +1.2% | +1.0% |
| 30D | +6.2% | -1.0% | +7.2% | +6.9% |
| 3M | +12.4% | +3.2% | +9.2% | +9.1% |
| 6M | +9.0% | +12.5% | -3.5% | -2.6% |
| YTD | +52.2% | +14.1% | +38.1% | +34.0% |
| 1Y | +65.0% | +18.9% | +46.1% | +39.5% |
| 3Y | +78.8% | +74.1% | +4.8% | +4.2% |
| All | +272.1% | +65.7% | +206.4% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling