+76.9%
VUG vs CAKE
+153.9%
-77.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | 0.0% |
| 7D | -1.9% | -5.6% | +3.7% | -0.6% |
| 30D | -1.6% | -10.5% | +9.0% | +0.8% |
| 3M | +4.4% | +43.6% | -39.2% | -5.4% |
| 6M | +13.2% | +63.0% | -49.9% | -1.2% |
| YTD | +7.5% | +102.9% | -95.4% | -11.8% |
| 1Y | +12.5% | +75.6% | -63.2% | -4.4% |
| 3Y | +86.0% | +257.7% | -171.8% | +25.7% |
| All | +76.9% | +153.9% | -77.1% | +22.6% |
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