-14.0%
CANE price history and return analytics
+222.7%
-236.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | +8.5% | -0.7% | +9.2% | +8.6% |
| 3M | +21.2% | +4.0% | +17.2% | +20.4% |
| 6M | +18.3% | +12.3% | +6.1% | +16.0% |
| YTD | +19.0% | +14.0% | +4.9% | +16.3% |
| 1Y | +9.4% | +20.3% | -10.9% | +6.0% |
| 3Y | -20.7% | +75.4% | -96.1% | -28.4% |
| 5Y | +22.6% | +66.0% | -43.4% | +11.5% |
| 10Y | -14.0% | +228.2% | -242.2% | -30.6% |
| All | -14.0% | +222.7% | -236.7% | -30.6% |
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