-98.2%
CAN vs VOO
+67.9%
-166.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.0% |
| 7D | -7.5% | -2.7% | -4.8% | -0.2% |
| 30D | -40.0% | -5.4% | -34.6% | -30.0% |
| 3M | -4.1% | -4.1% | -0.1% | +10.2% |
| 6M | -66.4% | +0.7% | -67.2% | -65.6% |
| YTD | -73.0% | +8.7% | -81.8% | -76.2% |
| 1Y | -83.5% | +11.0% | -94.5% | -86.2% |
| 3Y | -90.1% | +75.5% | -165.5% | -96.5% |
| All | -98.2% | +67.9% | -166.1% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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