+7.2%
VNQ vs CAKE
+157.8%
-150.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.4% |
| 7D | -1.3% | -4.5% | +3.3% | -0.4% |
| 30D | -2.6% | -12.4% | +9.9% | -0.3% |
| 3M | -2.0% | +37.3% | -39.4% | -8.2% |
| 6M | +4.3% | +70.7% | -66.4% | -6.7% |
| YTD | +9.2% | +106.0% | -96.8% | -6.2% |
| 1Y | +5.6% | +79.7% | -74.0% | -7.0% |
| 3Y | +30.8% | +267.8% | -236.9% | -2.9% |
| All | +7.2% | +157.8% | -150.6% | -19.5% |
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