-50.2%
VG vs CAKE
+124.9%
-175.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.9% | -1.6% | +1.6% |
| 7D | -8.3% | -1.8% | -6.5% | -8.1% |
| 30D | -10.3% | +2.3% | -12.6% | -11.1% |
| 3M | -10.8% | +3.9% | -14.7% | -12.3% |
| 6M | +3.5% | +81.4% | -77.9% | -13.3% |
| YTD | +74.0% | +122.5% | -48.6% | +23.4% |
| 1Y | +48.9% | +138.1% | -89.2% | -0.6% |
| All | -50.2% | +124.9% | -175.2% | -67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling