+2,235.4%
VGT vs CAKE
+373.7%
+1,861.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.3% | -0.4% |
| 7D | -1.0% | -5.6% | +4.6% | +0.4% |
| 30D | -0.4% | -10.5% | +10.1% | +2.2% |
| 3M | +6.6% | +43.6% | -37.0% | -4.0% |
| 6M | +31.0% | +63.0% | -32.0% | +13.6% |
| YTD | +27.2% | +102.9% | -75.6% | +3.7% |
| 1Y | +34.5% | +75.6% | -41.2% | +13.3% |
| 3Y | +123.1% | +257.7% | -134.6% | +52.0% |
| 5Y | +135.1% | +156.0% | -20.9% | +68.8% |
| 10Y | +803.4% | +150.5% | +652.8% | +454.4% |
| All | +2,235.4% | +373.7% | +1,861.7% | +834.4% |
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