+267.8%
CAKE vs VYM
+65.1%
+202.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.7% |
| 7D | -4.5% | -0.8% | -3.7% | -3.5% |
| 30D | -12.4% | -2.2% | -10.2% | -9.8% |
| 3M | +37.3% | +3.1% | +34.3% | +31.7% |
| 6M | +70.7% | +9.7% | +61.0% | +50.1% |
| YTD | +106.0% | +14.9% | +91.1% | +70.3% |
| 1Y | +79.7% | +17.6% | +62.1% | +44.0% |
| 3Y | +267.8% | +65.3% | +202.5% | +93.9% |
| All | +267.8% | +65.1% | +202.7% | +93.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling