+749.7%
CAKE vs VT
+355.4%
+394.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -1.0% | -0.1% | -0.9% | -0.8% |
| 30D | +0.6% | -3.1% | +3.7% | +3.9% |
| 3M | -1.6% | -3.5% | +1.9% | +2.1% |
| 6M | +78.3% | +0.5% | +77.9% | +75.9% |
| YTD | +118.8% | +10.8% | +108.0% | +94.7% |
| 1Y | +140.3% | +11.9% | +128.4% | +111.5% |
| 3Y | +280.3% | +73.0% | +207.3% | +113.3% |
| 5Y | +171.9% | +58.6% | +113.3% | +69.2% |
| 10Y | +135.1% | +219.2% | -84.1% | -21.4% |
| All | +749.7% | +355.4% | +394.2% | +96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling