+21.8%
VZ vs CAKE
+173.4%
-151.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.5% |
| 7D | +1.5% | +2.5% | -1.0% | +1.3% |
| 30D | +4.4% | -3.1% | +7.4% | +4.5% |
| 3M | -2.4% | -2.2% | -0.2% | -2.3% |
| 6M | +1.4% | +94.1% | -92.6% | -1.9% |
| YTD | +21.4% | +119.4% | -98.0% | +16.5% |
| 1Y | +20.3% | +141.4% | -121.1% | +14.8% |
| 3Y | +57.4% | +273.6% | -216.2% | +44.9% |
| All | +21.8% | +173.4% | -151.6% | +14.6% |
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