+59.9%
VEA vs CAKE
+157.8%
-97.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.5% | +0.8% |
| 7D | -1.5% | -4.5% | +3.1% | -0.7% |
| 30D | -0.8% | -12.4% | +11.6% | +1.3% |
| 3M | +2.5% | +37.3% | -34.9% | -3.7% |
| 6M | +11.1% | +70.7% | -59.6% | 0.0% |
| YTD | +17.2% | +106.0% | -88.8% | +1.6% |
| 1Y | +24.5% | +79.7% | -55.1% | +10.5% |
| 3Y | +75.4% | +267.8% | -192.3% | +33.1% |
| All | +59.9% | +157.8% | -97.9% | +23.1% |
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 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