-12.2%
VEEV vs CAKE
+157.8%
-170.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.2% |
| 7D | -4.6% | -4.5% | -0.1% | -3.6% |
| 30D | +8.6% | -12.4% | +21.1% | +11.7% |
| 3M | +62.4% | +37.3% | +25.1% | +48.3% |
| 6M | +40.3% | +70.7% | -30.5% | +20.1% |
| YTD | +17.5% | +106.0% | -88.4% | -5.1% |
| 1Y | -6.1% | +79.7% | -85.8% | -21.4% |
| 3Y | +16.7% | +267.8% | -251.1% | -26.0% |
| All | -12.2% | +157.8% | -170.0% | -42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling