-39.3%
VG vs CAKE
+118.1%
-157.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +1.7% | -4.0% | +5.7% | +2.7% |
| 30D | +16.0% | +2.4% | +13.6% | +15.0% |
| 3M | +9.7% | +69.0% | -59.2% | -5.4% |
| 6M | +29.6% | +69.3% | -39.7% | +11.2% |
| YTD | +112.0% | +115.8% | -3.8% | +52.3% |
| 1Y | +12.8% | +79.3% | -66.5% | -6.2% |
| All | -39.3% | +118.1% | -157.4% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling