+79.3%
CAKE vs VO
+15.8%
+63.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | -4.0% | -0.3% | -3.7% | -3.8% |
| 30D | +2.4% | -0.3% | +2.8% | +2.8% |
| 3M | +69.0% | +2.9% | +66.0% | +63.8% |
| 6M | +69.3% | +9.3% | +59.9% | +53.0% |
| YTD | +115.8% | +14.2% | +101.6% | +84.2% |
| 1Y | +79.3% | +15.3% | +64.1% | +48.1% |
| All | +79.3% | +15.8% | +63.5% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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