+51.8%
VG vs CAKE
+147.7%
-95.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +4.7% | -12.4% | -6.4% |
| 7D | -16.4% | +9.1% | -25.5% | -14.3% |
| 30D | -10.8% | +5.8% | -16.6% | -9.3% |
| 3M | -6.3% | +9.3% | -15.6% | -3.3% |
| 6M | -12.5% | +96.1% | -108.6% | +16.3% |
| YTD | +76.9% | +131.4% | -54.5% | +133.7% |
| 1Y | +51.8% | +146.1% | -94.3% | +100.1% |
| All | +51.8% | +147.7% | -95.9% | +100.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling