+64.1%
CNQ vs VTR
+36.9%
+27.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.4% |
| 7D | +3.0% | -1.7% | +4.7% | +3.0% |
| 30D | +12.8% | -2.4% | +15.2% | +12.7% |
| 3M | +7.0% | +14.8% | -7.8% | +7.4% |
| 6M | +16.5% | +5.3% | +11.1% | +17.3% |
| YTD | +52.0% | +18.1% | +33.9% | +51.7% |
| 1Y | +64.1% | +36.7% | +27.4% | +68.4% |
| All | +64.1% | +36.9% | +27.2% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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