+264.9%
CAKE vs VLTO
+23.4%
+241.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.0% | -1.8% |
| 7D | -5.6% | -4.5% | -1.1% | -3.8% |
| 30D | -10.5% | -4.6% | -5.9% | -8.8% |
| 3M | +43.6% | +13.3% | +30.4% | +35.7% |
| 6M | +63.0% | +2.1% | +60.9% | +61.0% |
| YTD | +102.9% | -6.1% | +109.0% | +107.4% |
| 1Y | +75.6% | -11.4% | +87.0% | +84.6% |
| All | +264.9% | +23.4% | +241.5% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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