+78.5%
CAKE vs VT
+20.4%
+58.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.0% |
| 7D | -4.6% | -0.1% | -4.4% | -4.5% |
| 30D | -6.6% | -0.7% | -5.9% | -6.2% |
| 3M | +52.9% | +4.0% | +48.9% | +48.9% |
| 6M | +65.7% | +12.3% | +53.5% | +50.5% |
| YTD | +107.8% | +14.0% | +93.8% | +86.5% |
| 1Y | +78.5% | +20.3% | +58.2% | +53.2% |
| All | +78.5% | +20.4% | +58.0% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling