+950.8%
VTI vs CAKE
+737.4%
+213.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | -0.9% | -4.5% | +3.6% | +0.3% |
| 30D | -1.4% | -12.4% | +11.0% | +1.7% |
| 3M | +3.6% | +37.3% | -33.7% | -5.3% |
| 6M | +13.6% | +70.7% | -57.1% | -2.3% |
| YTD | +12.9% | +106.0% | -93.1% | -7.9% |
| 1Y | +17.2% | +79.7% | -62.4% | -1.3% |
| 3Y | +75.7% | +267.8% | -192.1% | +19.5% |
| 5Y | +75.4% | +159.9% | -84.5% | +25.5% |
| 10Y | +303.3% | +154.3% | +149.0% | +148.7% |
| All | +950.8% | +737.4% | +213.4% | +272.2% |
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 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