-90.1%
CAN price history and return analytics
+69.7%
-159.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.5% | +2.0% |
| 7D | -7.5% | -2.3% | -5.1% | +0.4% |
| 30D | -40.0% | -5.0% | -35.0% | -28.2% |
| 3M | -4.1% | -4.9% | +0.8% | +17.7% |
| 6M | -66.4% | -1.5% | -64.9% | -62.8% |
| YTD | -73.0% | +8.5% | -81.5% | -77.1% |
| 1Y | -83.5% | +11.4% | -94.9% | -87.1% |
| 3Y | -90.1% | +70.1% | -160.1% | -97.3% |
| All | -90.1% | +69.7% | -159.8% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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