+152.2%
CAKE vs VO
+42.1%
+110.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.6% |
| 7D | -4.5% | -1.5% | -3.0% | -2.7% |
| 30D | -12.4% | -3.0% | -9.4% | -9.1% |
| 3M | +37.3% | +2.8% | +34.5% | +32.5% |
| 6M | +70.7% | +10.9% | +59.8% | +49.8% |
| YTD | +106.0% | +12.5% | +93.5% | +77.9% |
| 1Y | +79.7% | +12.0% | +67.7% | +56.1% |
| 3Y | +267.8% | +56.3% | +211.5% | +115.8% |
| All | +152.2% | +42.1% | +110.0% | +59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling