+414.3%
VUG vs CAKE
+155.4%
+258.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | -0.5% | -4.5% | +4.1% | +0.4% |
| 30D | -1.0% | -12.4% | +11.5% | +1.5% |
| 3M | +3.5% | +37.3% | -33.8% | -3.4% |
| 6M | +14.2% | +70.7% | -56.5% | +1.5% |
| YTD | +8.5% | +106.0% | -97.5% | -7.4% |
| 1Y | +12.9% | +79.7% | -66.8% | -1.3% |
| 3Y | +85.6% | +267.8% | -182.1% | +37.9% |
| 5Y | +78.1% | +159.9% | -81.8% | +37.5% |
| All | +414.3% | +155.4% | +258.9% | +240.8% |
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