-13.0%
VFC vs CAKE
+78.0%
-91.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.5% | +2.8% | +4.0% |
| 7D | -1.4% | -4.5% | +3.1% | -0.3% |
| 30D | -9.0% | -12.4% | +3.5% | -6.3% |
| 3M | -24.2% | +37.3% | -61.5% | -33.1% |
| 6M | -18.5% | +70.7% | -89.2% | -36.1% |
| YTD | -25.9% | +106.0% | -131.9% | -50.1% |
| 1Y | -13.0% | +79.7% | -92.6% | -34.9% |
| All | -13.0% | +78.0% | -91.0% | -34.9% |
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