+3.6%
VCIT vs CAKE
+168.2%
-164.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | -0.1% |
| 7D | +0.1% | -1.1% | +1.1% | +0.1% |
| 30D | -0.8% | +0.4% | -1.2% | -0.8% |
| 3M | -0.5% | +59.9% | -60.5% | -2.3% |
| 6M | -1.4% | +75.1% | -76.5% | -3.5% |
| YTD | -0.8% | +115.0% | -115.8% | -3.7% |
| 1Y | +0.3% | +81.6% | -81.3% | -2.1% |
| 3Y | +19.2% | +279.1% | -259.9% | +12.4% |
| 5Y | +3.6% | +170.6% | -167.1% | -2.7% |
| All | +3.6% | +168.2% | -164.6% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling