+151.5%
CAKE vs VYM
+209.2%
-57.7%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.6% |
| 7D | -4.5% | -0.8% | -3.7% | -3.4% |
| 30D | -12.4% | -2.2% | -10.2% | -9.5% |
| 3M | +37.3% | +3.1% | +34.3% | +31.2% |
| 6M | +70.7% | +9.7% | +61.0% | +48.8% |
| YTD | +106.0% | +14.9% | +91.1% | +68.2% |
| 1Y | +79.7% | +17.6% | +62.1% | +41.9% |
| 3Y | +267.8% | +65.3% | +202.5% | +78.3% |
| 5Y | +159.9% | +78.7% | +81.2% | +12.7% |
| All | +151.5% | +209.2% | -57.7% | -41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling