+11.9%
VNQ vs CAKE
+135.2%
-123.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.2% | -1.5% |
| 7D | +2.5% | -2.1% | +4.6% | +2.7% |
| 30D | +7.0% | +2.3% | +4.7% | +6.8% |
| 3M | -1.9% | +5.4% | -7.3% | -2.4% |
| 6M | +2.3% | +82.5% | -80.2% | -3.2% |
| YTD | +11.8% | +122.0% | -110.2% | +2.5% |
| 1Y | +11.9% | +133.9% | -122.0% | +1.2% |
| All | +11.9% | +135.2% | -123.3% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling