+29.8%
VCIT vs CAKE
+153.4%
-123.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | -0.1% |
| 7D | -0.2% | -4.6% | +4.4% | -0.1% |
| 30D | -0.5% | -6.6% | +6.0% | -0.4% |
| 3M | -0.9% | +52.9% | -53.8% | -1.7% |
| 6M | -1.9% | +65.7% | -67.7% | -2.9% |
| YTD | -1.0% | +107.8% | -108.8% | -2.4% |
| 1Y | +0.2% | +78.5% | -78.2% | -1.0% |
| 3Y | +19.0% | +266.4% | -247.4% | +15.9% |
| 5Y | +3.1% | +159.6% | -156.6% | +0.4% |
| 10Y | +29.8% | +156.6% | -126.8% | +25.1% |
| All | +29.8% | +153.4% | -123.6% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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