+800.0%
VGT vs CAKE
+155.4%
+644.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.9% |
| 7D | -0.2% | -4.5% | +4.4% | +0.8% |
| 30D | -0.4% | -12.4% | +12.0% | +2.2% |
| 3M | +4.4% | +37.3% | -32.9% | -3.2% |
| 6M | +32.1% | +70.7% | -38.7% | +16.2% |
| YTD | +28.8% | +106.0% | -77.2% | +8.4% |
| 1Y | +35.3% | +79.7% | -44.3% | +17.0% |
| 3Y | +124.8% | +267.8% | -143.0% | +63.2% |
| 5Y | +137.9% | +159.9% | -22.0% | +80.3% |
| All | +800.0% | +155.4% | +644.5% | +476.8% |
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