-98.2%
CAN price history and return analytics
+53.4%
-151.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.5% | +2.1% |
| 7D | -7.5% | -2.3% | -5.1% | -0.5% |
| 30D | -40.0% | -5.0% | -35.0% | -29.7% |
| 3M | -4.1% | -4.9% | +0.8% | +15.0% |
| 6M | -66.4% | -1.5% | -64.9% | -63.1% |
| YTD | -73.0% | +8.5% | -81.5% | -76.4% |
| 1Y | -83.5% | +11.4% | -94.9% | -86.6% |
| 3Y | -90.1% | +70.1% | -160.1% | -96.7% |
| All | -98.2% | +53.4% | -151.6% | -99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling