+166.9%
VEA vs CAKE
+425.6%
-258.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -0.7% |
| 7D | -2.1% | -5.6% | +3.5% | -0.7% |
| 30D | -1.1% | -10.5% | +9.5% | +1.4% |
| 3M | +5.1% | +43.6% | -38.6% | -4.4% |
| 6M | +9.8% | +63.0% | -53.3% | -3.6% |
| YTD | +15.9% | +102.9% | -87.0% | -3.8% |
| 1Y | +24.6% | +75.6% | -51.1% | +6.7% |
| 3Y | +75.5% | +257.7% | -182.2% | +22.6% |
| 5Y | +59.4% | +156.0% | -96.6% | +16.0% |
| 10Y | +160.3% | +150.5% | +9.8% | +62.5% |
| All | +166.9% | +425.6% | -258.7% | +1.1% |
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 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