+95.8%
VCIT vs CAKE
+652.6%
-556.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | +0.1% | -1.0% | +1.1% | +0.1% |
| 30D | +1.1% | +0.6% | +0.5% | +1.1% |
| 3M | -1.4% | -1.6% | +0.3% | -1.4% |
| 6M | -2.3% | +78.3% | -80.6% | -3.0% |
| YTD | -1.8% | +118.8% | -120.6% | -2.8% |
| 1Y | -1.0% | +140.3% | -141.3% | -2.1% |
| 3Y | +19.3% | +280.3% | -261.0% | +17.3% |
| 5Y | +3.8% | +171.9% | -168.1% | +2.0% |
| 10Y | +30.6% | +135.1% | -104.5% | +26.9% |
| All | +95.8% | +652.6% | -556.9% | +98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling