-38.0%
VG vs CAKE
+117.3%
-155.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.5% | +2.2% |
| 7D | -2.5% | -1.1% | -1.5% | -2.2% |
| 30D | +11.1% | +0.4% | +10.7% | +10.7% |
| 3M | +14.9% | +59.9% | -45.0% | +0.6% |
| 6M | +18.4% | +75.1% | -56.7% | -0.3% |
| YTD | +116.6% | +115.0% | +1.5% | +55.7% |
| 1Y | +9.4% | +81.6% | -72.2% | -10.2% |
| All | -38.0% | +117.3% | -155.4% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling