+62.8%
VZ vs CAKE
+151.6%
-88.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.8% | +0.7% |
| 7D | -1.2% | -5.6% | +4.4% | -0.7% |
| 30D | +5.7% | -10.5% | +16.2% | +6.7% |
| 3M | +8.2% | +43.6% | -35.4% | +4.6% |
| 6M | +1.7% | +63.0% | -61.3% | -2.9% |
| YTD | +28.9% | +102.9% | -74.0% | +20.4% |
| 1Y | +22.7% | +75.6% | -52.9% | +16.0% |
| 3Y | +82.7% | +257.7% | -175.0% | +59.2% |
| 5Y | +26.4% | +156.0% | -129.6% | +11.9% |
| All | +62.8% | +151.6% | -88.8% | +29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling