-55.6%
CANE vs VOO
+724.1%
-779.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | +1.1% | +2.6% | -1.5% | +0.7% |
| 30D | -9.7% | -2.0% | -7.7% | -9.4% |
| 3M | +2.8% | -2.8% | +5.5% | +3.2% |
| 6M | +8.4% | +2.2% | +6.2% | +7.9% |
| YTD | +14.1% | +11.5% | +2.6% | +11.9% |
| 1Y | +20.2% | +13.5% | +6.7% | +17.5% |
| 3Y | -27.1% | +78.1% | -105.2% | -34.5% |
| 5Y | +15.3% | +73.1% | -57.8% | +3.8% |
| 10Y | -19.1% | +310.7% | -329.8% | -40.5% |
| All | -55.6% | +724.1% | -779.7% | -75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling