+375.1%
VT vs CNQ
+280.6%
+94.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | +1.0% | -1.8% | +2.8% | +1.5% |
| 30D | -0.2% | +11.8% | -12.1% | -3.7% |
| 3M | +4.5% | +11.1% | -6.6% | +0.7% |
| 6M | +14.1% | +12.1% | +2.0% | +8.7% |
| YTD | +14.8% | +53.4% | -38.6% | -1.0% |
| 1Y | +21.2% | +71.4% | -50.2% | +0.7% |
| 3Y | +76.6% | +75.8% | +0.8% | +42.2% |
| 5Y | +66.6% | +286.0% | -219.4% | +1.1% |
| 10Y | +222.3% | +400.8% | -178.5% | +54.6% |
| All | +375.1% | +280.6% | +94.5% | +70.8% |
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