+62.5%
VWO vs CAKE
+261.6%
-199.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.5% |
| 7D | -1.8% | -4.5% | +2.8% | -1.2% |
| 30D | -0.1% | -12.4% | +12.3% | +1.4% |
| 3M | +2.2% | +37.3% | -35.1% | -2.3% |
| 6M | +8.8% | +70.7% | -62.0% | +0.4% |
| YTD | +12.4% | +106.0% | -93.6% | +1.0% |
| 1Y | +15.6% | +79.7% | -64.1% | +5.7% |
| 3Y | +62.5% | +267.8% | -205.3% | +32.2% |
| All | +62.5% | +261.6% | -199.1% | +32.2% |
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 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