-35.7%
VG vs CAKE
+110.0%
-145.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.4% | +7.2% | +4.7% |
| 7D | +3.8% | -4.6% | +8.4% | +5.0% |
| 30D | +7.2% | -6.6% | +13.8% | +8.8% |
| 3M | +22.8% | +52.9% | -30.1% | +8.8% |
| 6M | +33.2% | +65.7% | -32.5% | +14.5% |
| YTD | +124.8% | +107.8% | +17.0% | +62.9% |
| 1Y | +15.8% | +78.5% | -62.7% | -5.5% |
| All | -35.7% | +110.0% | -145.7% | -57.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling