+182.8%
VXUS vs CAKE
+366.9%
-184.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | +1.6% | -1.1% | +2.6% | +1.8% |
| 30D | +1.0% | +0.4% | +0.6% | +0.7% |
| 3M | +5.7% | +59.9% | -54.3% | -4.3% |
| 6M | +13.6% | +75.1% | -61.5% | +0.7% |
| YTD | +17.4% | +115.0% | -97.6% | -0.3% |
| 1Y | +25.1% | +81.6% | -56.5% | +9.5% |
| 3Y | +75.8% | +279.1% | -203.3% | +29.8% |
| 5Y | +55.4% | +170.6% | -115.3% | +18.7% |
| 10Y | +146.4% | +160.3% | -13.9% | +65.3% |
| All | +182.8% | +366.9% | -184.1% | +29.7% |
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