+731.5%
CAKE vs VT
+346.0%
+385.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.8% |
| 7D | -5.2% | -2.3% | -2.9% | -2.8% |
| 30D | -0.2% | -5.0% | +4.7% | +5.2% |
| 3M | -0.2% | -4.9% | +4.6% | +5.0% |
| 6M | +77.5% | -1.5% | +79.0% | +78.7% |
| YTD | +114.1% | +8.5% | +105.6% | +94.7% |
| 1Y | +131.6% | +11.4% | +120.2% | +104.6% |
| 3Y | +271.4% | +70.1% | +201.3% | +111.9% |
| 5Y | +157.5% | +53.7% | +103.8% | +65.4% |
| 10Y | +153.3% | +220.0% | -66.7% | -15.3% |
| All | +731.5% | +346.0% | +385.5% | +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