+432.8%
CAKE vs VOO
+807.8%
-375.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.9% |
| 7D | -4.6% | -0.4% | -4.2% | -4.2% |
| 30D | -6.6% | -1.4% | -5.2% | -5.2% |
| 3M | +52.9% | +3.7% | +49.2% | +45.8% |
| 6M | +65.7% | +13.0% | +52.7% | +43.1% |
| YTD | +107.8% | +12.4% | +95.4% | +80.6% |
| 1Y | +78.5% | +18.6% | +59.9% | +45.6% |
| 3Y | +266.4% | +78.1% | +188.3% | +88.1% |
| 5Y | +159.6% | +82.3% | +77.4% | +30.6% |
| 10Y | +156.6% | +322.5% | -165.9% | -42.9% |
| All | +432.8% | +807.8% | -375.0% | -51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling