+152.2%
CAKE vs VOO
+82.8%
+69.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.6% |
| 7D | -4.5% | -0.8% | -3.8% | -3.7% |
| 30D | -12.4% | -1.1% | -11.4% | -11.5% |
| 3M | +37.3% | +3.9% | +33.5% | +31.0% |
| 6M | +70.7% | +13.6% | +57.1% | +47.0% |
| YTD | +106.0% | +12.7% | +93.3% | +79.1% |
| 1Y | +79.7% | +17.6% | +62.1% | +48.5% |
| 3Y | +267.8% | +77.3% | +190.5% | +90.5% |
| All | +152.2% | +82.8% | +69.4% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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