+166.1%
CAKE vs VT
+53.4%
+112.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.8% |
| 7D | -5.2% | -2.3% | -2.9% | -2.6% |
| 30D | -0.2% | -5.0% | +4.7% | +5.7% |
| 3M | -0.2% | -4.9% | +4.6% | +5.5% |
| 6M | +77.5% | -1.5% | +79.0% | +78.5% |
| YTD | +114.1% | +8.5% | +105.6% | +91.2% |
| 1Y | +131.6% | +11.4% | +120.2% | +99.9% |
| 3Y | +271.4% | +70.1% | +201.3% | +89.5% |
| All | +166.1% | +53.4% | +112.7% | +48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling