+83.9%
VUG vs CAKE
+256.2%
-172.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | -0.1% |
| 7D | -1.9% | -5.6% | +3.7% | -0.9% |
| 30D | -1.6% | -10.5% | +9.0% | +0.1% |
| 3M | +4.4% | +43.6% | -39.2% | -3.2% |
| 6M | +13.2% | +63.0% | -49.9% | +1.9% |
| YTD | +7.5% | +102.9% | -95.4% | -8.0% |
| 1Y | +12.5% | +75.6% | -63.2% | -0.7% |
| All | +83.9% | +256.2% | -172.3% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling