+133.9%
CAKE vs VYM
+17.8%
+116.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.8% | -0.7% |
| 7D | -2.1% | -3.0% | +0.9% | +1.1% |
| 30D | +2.3% | +0.9% | +1.4% | +1.9% |
| 3M | +5.4% | -2.7% | +8.1% | +8.7% |
| 6M | +82.5% | +3.4% | +79.1% | +74.2% |
| YTD | +122.0% | +13.3% | +108.7% | +86.6% |
| 1Y | +133.9% | +17.0% | +116.9% | +85.7% |
| All | +133.9% | +17.8% | +116.1% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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