+97.4%
VCIT vs CNQ
+442.9%
-345.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -0.2% | -0.9% | +0.7% | -0.2% |
| 30D | -0.5% | +8.7% | -9.2% | -0.6% |
| 3M | -0.9% | +15.8% | -16.8% | -1.1% |
| 6M | -1.9% | +13.3% | -15.2% | -2.1% |
| YTD | -1.0% | +54.7% | -55.7% | -1.5% |
| 1Y | +0.2% | +69.5% | -69.3% | -0.4% |
| 3Y | +19.0% | +77.3% | -58.3% | +18.1% |
| 5Y | +3.1% | +290.3% | -287.3% | +1.5% |
| 10Y | +29.8% | +429.3% | -399.5% | +25.5% |
| All | +97.4% | +442.9% | -345.4% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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