+543.1%
VEEV vs CAKE
+155.4%
+387.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.3% |
| 7D | -4.6% | -4.5% | -0.1% | -3.9% |
| 30D | +8.6% | -12.4% | +21.1% | +10.7% |
| 3M | +62.4% | +37.3% | +25.1% | +53.2% |
| 6M | +40.3% | +70.7% | -30.5% | +27.0% |
| YTD | +17.5% | +106.0% | -88.4% | +2.7% |
| 1Y | -6.1% | +79.7% | -85.8% | -16.2% |
| 3Y | +16.7% | +267.8% | -251.1% | -9.9% |
| 5Y | -13.3% | +159.9% | -173.2% | -30.8% |
| All | +543.1% | +155.4% | +387.7% | +354.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE 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 CAKE 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