+272.1%
CNQ vs VTRS
+47.1%
+225.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -0.7% |
| 7D | +0.1% | -2.2% | +2.3% | +0.5% |
| 30D | +6.2% | +3.3% | +2.9% | +5.6% |
| 3M | +12.4% | +2.0% | +10.4% | +11.7% |
| 6M | +9.0% | +19.9% | -10.9% | +4.6% |
| YTD | +52.2% | +35.7% | +16.5% | +41.8% |
| 1Y | +65.0% | +68.1% | -3.1% | +46.4% |
| 3Y | +78.8% | +87.1% | -8.2% | +49.2% |
| All | +272.1% | +47.1% | +225.0% | +208.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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