+152.2%
CAKE vs VEU
+55.0%
+97.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +0.5% |
| 7D | -4.5% | -1.4% | -3.1% | -3.2% |
| 30D | -12.4% | -0.4% | -12.0% | -12.1% |
| 3M | +37.3% | +2.5% | +34.8% | +33.1% |
| 6M | +70.7% | +11.1% | +59.6% | +50.7% |
| YTD | +106.0% | +16.5% | +89.5% | +72.3% |
| 1Y | +79.7% | +22.9% | +56.7% | +41.4% |
| 3Y | +267.8% | +73.4% | +194.4% | +95.9% |
| All | +152.2% | +55.0% | +97.2% | +46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling