+147.3%
VXUS vs CNQ
+426.2%
-278.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.5% | +1.1% |
| 7D | -1.4% | +0.1% | -1.6% | -1.5% |
| 30D | -0.5% | +6.2% | -6.7% | -1.8% |
| 3M | +2.6% | +12.4% | -9.8% | -0.4% |
| 6M | +10.9% | +9.0% | +1.8% | +7.7% |
| YTD | +16.1% | +52.2% | -36.1% | +4.1% |
| 1Y | +22.3% | +65.0% | -42.7% | +7.3% |
| 3Y | +72.0% | +78.8% | -6.8% | +45.6% |
| 5Y | +54.1% | +286.0% | -231.8% | +6.5% |
| All | +147.3% | +426.2% | -278.9% | +43.2% |
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