+80.2%
CAE price history and return analytics
+229.8%
-149.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.1% |
| 7D | -1.8% | -1.1% | -0.7% | -0.3% |
| 30D | -13.4% | -1.0% | -12.4% | -12.2% |
| 3M | -5.9% | +3.2% | -9.1% | -10.0% |
| 6M | -15.7% | +12.5% | -28.2% | -28.2% |
| YTD | -21.2% | +14.1% | -35.2% | -34.0% |
| 1Y | -10.1% | +18.9% | -29.0% | -28.7% |
| 3Y | +0.1% | +74.1% | -74.0% | -52.1% |
| 5Y | -20.9% | +66.9% | -87.7% | -59.2% |
| All | +80.2% | +229.8% | -149.6% | -53.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling