-50.0%
VTRS vs CNI
+138.2%
-188.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | -2.2% | -0.4% | -1.8% | -2.0% |
| 30D | +3.3% | -2.7% | +6.0% | +4.6% |
| 3M | +2.0% | +3.9% | -1.9% | -0.1% |
| 6M | +19.9% | +16.4% | +3.6% | +10.5% |
| YTD | +35.7% | +25.8% | +9.9% | +19.8% |
| 1Y | +68.1% | +32.4% | +35.7% | +44.3% |
| 3Y | +87.1% | +19.1% | +68.0% | +67.4% |
| 5Y | +47.6% | +13.6% | +34.1% | +33.4% |
| All | -50.0% | +138.2% | -188.2% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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