+152.2%
CAKE vs VTEB
+1.2%
+151.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.2% | +1.1% |
| 7D | -4.5% | -0.9% | -3.6% | -3.4% |
| 30D | -12.4% | -2.5% | -9.9% | -9.6% |
| 3M | +37.3% | -3.0% | +40.3% | +42.7% |
| 6M | +70.7% | -2.1% | +72.8% | +75.5% |
| YTD | +106.0% | -1.5% | +107.5% | +110.1% |
| 1Y | +79.7% | +0.2% | +79.5% | +79.7% |
| 3Y | +267.8% | +8.6% | +259.2% | +226.8% |
| All | +152.2% | +1.2% | +151.0% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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