+297.8%
VTI vs CNQ
+426.2%
-128.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.4% | +6.2% | -7.6% | -2.8% |
| 3M | +3.6% | +12.4% | -8.8% | +0.6% |
| 6M | +13.6% | +9.0% | +4.6% | +10.5% |
| YTD | +12.9% | +52.2% | -39.3% | +1.3% |
| 1Y | +17.2% | +65.0% | -47.8% | +3.0% |
| 3Y | +75.7% | +78.8% | -3.2% | +48.9% |
| 5Y | +75.4% | +286.0% | -210.5% | +21.8% |
| All | +297.8% | +426.2% | -128.5% | +131.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling