+151.5%
CAKE vs VIG
+250.0%
-98.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.5% |
| 7D | -4.5% | -1.1% | -3.5% | -3.1% |
| 30D | -12.4% | -2.7% | -9.7% | -9.0% |
| 3M | +37.3% | +2.5% | +34.8% | +32.3% |
| 6M | +70.7% | +9.2% | +61.5% | +50.5% |
| YTD | +106.0% | +9.8% | +96.1% | +80.5% |
| 1Y | +79.7% | +12.4% | +67.3% | +52.5% |
| 3Y | +267.8% | +55.9% | +211.9% | +98.6% |
| 5Y | +159.9% | +63.9% | +95.9% | +31.5% |
| All | +151.5% | +250.0% | -98.6% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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