+5,556.5%
CNQ vs VTRS
+127.4%
+5,429.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -0.8% |
| 7D | +0.1% | -2.2% | +2.3% | +0.8% |
| 30D | +6.2% | +3.3% | +2.9% | +5.0% |
| 3M | +12.4% | +2.0% | +10.4% | +11.1% |
| 6M | +9.0% | +19.9% | -10.9% | +1.3% |
| YTD | +52.2% | +35.7% | +16.5% | +35.1% |
| 1Y | +65.0% | +68.1% | -3.1% | +35.7% |
| 3Y | +78.8% | +87.1% | -8.2% | +36.7% |
| 5Y | +286.0% | +47.6% | +238.3% | +208.6% |
| 10Y | +420.7% | -48.2% | +468.9% | +441.3% |
| All | +5,556.5% | +127.4% | +5,429.1% | +3,192.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling