-7.8%
CNQQ vs VT
+20.3%
-28.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.1% | +0.4% | -2.6% | -2.7% |
| 30D | -6.2% | +1.0% | -7.2% | -7.4% |
| 3M | -12.5% | +2.4% | -14.8% | -14.7% |
| 6M | +3.8% | +12.0% | -8.2% | -8.4% |
| YTD | -1.9% | +15.3% | -17.3% | -16.6% |
| All | -7.8% | +20.3% | -28.1% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling