+146.1%
CAKE vs VCLT
-3.2%
+149.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.0% | +3.7% | +4.2% |
| 7D | +9.1% | +0.4% | +8.7% | +8.9% |
| 30D | +5.8% | +3.9% | +1.9% | +4.2% |
| 3M | +9.3% | -1.9% | +11.3% | +10.4% |
| 6M | +96.1% | -2.6% | +98.7% | +98.2% |
| YTD | +131.4% | -3.1% | +134.5% | +136.6% |
| 1Y | +146.1% | -3.6% | +149.6% | +151.9% |
| All | +146.1% | -3.2% | +149.3% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling