+13.8%
VRT vs CNQ
+61.9%
-48.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -7.4% | -5.5% | -12.0% |
| 7D | -15.4% | -9.4% | -6.0% | -14.5% |
| 30D | -19.0% | +2.8% | -21.7% | -18.2% |
| 3M | -23.8% | +8.5% | -32.3% | -23.4% |
| 6M | -37.9% | +6.4% | -44.3% | -37.1% |
| YTD | +27.0% | +50.9% | -23.9% | +8.7% |
| 1Y | +13.8% | +62.8% | -49.0% | -4.4% |
| All | +13.8% | +61.9% | -48.1% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling