-21.4%
CANE vs VOO
+79.1%
-100.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.7% |
| 7D | -0.6% | +0.5% | -1.1% | -0.6% |
| 30D | +8.0% | -0.9% | +8.9% | +8.0% |
| 3M | +19.3% | +3.9% | +15.4% | +19.0% |
| 6M | +21.4% | +14.5% | +6.9% | +20.6% |
| YTD | +17.8% | +13.0% | +4.9% | +17.1% |
| 1Y | +9.3% | +19.4% | -10.1% | +8.1% |
| 3Y | -21.4% | +78.9% | -100.3% | -25.1% |
| All | -21.4% | +79.1% | -100.6% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling