-8.2%
VFC vs CAKE
+76.8%
-85.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.3% |
| 7D | -1.6% | -4.0% | +2.4% | -0.7% |
| 30D | -11.6% | +2.4% | -14.1% | -12.2% |
| 3M | -18.1% | +69.0% | -87.1% | -33.8% |
| 6M | -27.4% | +69.3% | -96.6% | -41.6% |
| YTD | -24.8% | +115.8% | -140.6% | -49.7% |
| 1Y | -8.2% | +79.3% | -87.6% | -29.1% |
| All | -8.2% | +76.8% | -85.0% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling