+98.0%
VCIT vs CAKE
+642.2%
-544.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -0.3% | -4.0% | +3.7% | -0.3% |
| 30D | -0.8% | +2.4% | -3.2% | -0.8% |
| 3M | -1.0% | +69.0% | -70.0% | -1.6% |
| 6M | -1.8% | +69.3% | -71.1% | -2.5% |
| YTD | -0.7% | +115.8% | -116.5% | -1.6% |
| 1Y | +1.0% | +79.3% | -78.4% | +0.2% |
| 3Y | +18.8% | +262.0% | -243.2% | +16.9% |
| 5Y | +3.5% | +165.7% | -162.2% | +1.7% |
| 10Y | +29.2% | +158.9% | -129.7% | +25.9% |
| All | +98.0% | +642.2% | -544.2% | +100.5% |
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