+267.8%
CAKE vs VEU
+73.8%
+194.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +0.7% |
| 7D | -4.5% | -1.4% | -3.1% | -3.4% |
| 30D | -12.4% | -0.4% | -12.0% | -12.1% |
| 3M | +37.3% | +2.5% | +34.8% | +33.9% |
| 6M | +70.7% | +11.1% | +59.6% | +53.1% |
| YTD | +106.0% | +16.5% | +89.5% | +75.4% |
| 1Y | +79.7% | +22.9% | +56.7% | +44.4% |
| 3Y | +267.8% | +73.4% | +194.4% | +105.2% |
| All | +267.8% | +73.8% | +194.0% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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