+68.5%
VG vs CAKE
+141.9%
-73.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -0.2% |
| 7D | +14.0% | +2.5% | +11.5% | +14.7% |
| 30D | -1.0% | -3.1% | +2.1% | -1.4% |
| 3M | -2.7% | -2.2% | -0.5% | -2.5% |
| 6M | +1.5% | +94.1% | -92.6% | +35.4% |
| YTD | +93.7% | +119.4% | -25.7% | +149.2% |
| 1Y | +68.5% | +141.4% | -72.8% | +113.1% |
| All | +68.5% | +141.9% | -73.3% | +113.1% |
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