+152.2%
CAKE vs VSAT
+51.7%
+100.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -4.5% | -1.3% | -3.2% | -4.4% |
| 30D | -12.4% | -14.8% | +2.4% | -10.9% |
| 3M | +37.3% | +2.2% | +35.1% | +35.6% |
| 6M | +70.7% | +60.2% | +10.5% | +57.6% |
| YTD | +106.0% | +115.6% | -9.7% | +81.5% |
| 1Y | +79.7% | +132.9% | -53.2% | +55.2% |
| 3Y | +267.8% | +216.1% | +51.7% | +179.6% |
| All | +152.2% | +51.7% | +100.5% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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