+1,238.7%
VUG vs CAKE
+385.2%
+853.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.3% |
| 7D | +0.1% | -4.6% | +4.7% | +1.2% |
| 30D | -1.7% | -6.6% | +4.9% | -0.3% |
| 3M | +2.8% | +52.9% | -50.1% | -8.1% |
| 6M | +13.6% | +65.7% | -52.1% | -0.8% |
| YTD | +8.1% | +107.8% | -99.7% | -11.1% |
| 1Y | +13.1% | +78.5% | -65.4% | -3.8% |
| 3Y | +87.0% | +266.4% | -179.4% | +30.0% |
| 5Y | +76.0% | +159.6% | -83.7% | +28.8% |
| 10Y | +420.5% | +156.6% | +263.9% | +228.3% |
| All | +1,238.7% | +385.2% | +853.5% | +468.1% |
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