+79.7%
CAKE vs VCLT
-4.4%
+84.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -4.5% | -1.4% | -3.2% | -3.6% |
| 30D | -12.4% | -1.2% | -11.3% | -11.7% |
| 3M | +37.3% | -4.8% | +42.1% | +43.5% |
| 6M | +70.7% | -2.6% | +73.3% | +73.5% |
| YTD | +106.0% | -3.3% | +109.3% | +111.1% |
| 1Y | +79.7% | -4.8% | +84.5% | +94.0% |
| All | +79.7% | -4.4% | +84.0% | +94.0% |
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