+14.6%
CANE vs VOO
+75.1%
-60.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.8% |
| 7D | +0.5% | -0.9% | +1.4% | +0.5% |
| 30D | -9.3% | -2.3% | -7.0% | -9.2% |
| 3M | +3.0% | -1.2% | +4.1% | +3.0% |
| 6M | +10.9% | +3.3% | +7.6% | +10.7% |
| YTD | +14.2% | +12.3% | +1.9% | +13.3% |
| 1Y | +20.9% | +12.5% | +8.4% | +19.9% |
| 3Y | -26.4% | +79.2% | -105.5% | -30.0% |
| 5Y | +14.6% | +75.7% | -61.1% | +10.5% |
| All | +14.6% | +75.1% | -60.6% | +10.5% |
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