+25.3%
VZ vs CAKE
+163.4%
-138.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.0% | -1.2% |
| 7D | -1.0% | -4.6% | +3.6% | -0.7% |
| 30D | +5.8% | -6.6% | +12.3% | +6.0% |
| 3M | +10.5% | +52.9% | -42.4% | +8.2% |
| 6M | +1.8% | +65.7% | -64.0% | -0.8% |
| YTD | +28.3% | +107.8% | -79.5% | +23.5% |
| 1Y | +22.0% | +78.5% | -56.5% | +18.2% |
| 3Y | +81.8% | +266.4% | -184.5% | +67.9% |
| 5Y | +25.3% | +159.6% | -134.3% | +16.6% |
| All | +25.3% | +163.4% | -138.1% | +16.6% |
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