+151.5%
CAKE vs VO
+200.3%
-48.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.5% |
| 7D | -4.5% | -1.5% | -3.0% | -2.6% |
| 30D | -12.4% | -3.0% | -9.4% | -8.9% |
| 3M | +37.3% | +2.8% | +34.5% | +32.2% |
| 6M | +70.7% | +10.9% | +59.8% | +48.8% |
| YTD | +106.0% | +12.5% | +93.5% | +76.5% |
| 1Y | +79.7% | +12.0% | +67.7% | +54.9% |
| 3Y | +267.8% | +56.3% | +211.5% | +108.3% |
| 5Y | +159.9% | +42.9% | +116.9% | +66.2% |
| All | +151.5% | +200.3% | -48.8% | -25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling