+3,040.6%
CAKE vs VSAT
+1,461.7%
+1,578.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -2.8% |
| 7D | -5.6% | +3.4% | -9.0% | -6.2% |
| 30D | -10.5% | -12.2% | +1.7% | -8.6% |
| 3M | +43.6% | +20.6% | +23.0% | +36.4% |
| 6M | +63.0% | +60.2% | +2.9% | +44.8% |
| YTD | +102.9% | +115.3% | -12.4% | +68.8% |
| 1Y | +75.6% | +154.6% | -78.9% | +39.6% |
| 3Y | +257.7% | +211.2% | +46.6% | +139.4% |
| 5Y | +156.0% | +52.7% | +103.3% | +85.2% |
| 10Y | +150.5% | +2.9% | +147.6% | +89.2% |
| All | +3,040.6% | +1,461.7% | +1,578.9% | +1,498.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling