+558.1%
VRT vs CNQ
+73.2%
+484.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.8% |
| 7D | -8.4% | +0.1% | -8.5% | -8.4% |
| 30D | -10.9% | +6.2% | -17.1% | -13.1% |
| 3M | -13.7% | +12.4% | -26.1% | -18.5% |
| 6M | -4.1% | +9.0% | -13.2% | -9.5% |
| YTD | +58.7% | +52.2% | +6.5% | +24.4% |
| 1Y | +89.6% | +65.0% | +24.6% | +41.5% |
| 3Y | +558.1% | +78.8% | +479.3% | +406.9% |
| All | +558.1% | +73.2% | +484.9% | +406.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling