+221.8%
VT vs CAKE
+131.7%
+90.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -0.8% |
| 7D | +2.4% | +2.5% | -0.1% | +1.9% |
| 30D | -1.5% | -3.1% | +1.5% | -1.1% |
| 3M | -4.1% | -2.2% | -1.9% | -4.1% |
| 6M | +0.6% | +94.1% | -93.5% | -12.3% |
| YTD | +11.0% | +119.4% | -108.4% | -5.8% |
| 1Y | +13.3% | +141.4% | -128.0% | -5.7% |
| 3Y | +73.4% | +273.6% | -200.2% | +30.0% |
| 5Y | +57.4% | +177.7% | -120.2% | +21.3% |
| All | +221.8% | +131.7% | +90.1% | +115.7% |
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