-23.7%
VFC vs CAKE
+256.2%
-279.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -0.2% |
| 7D | -3.3% | -5.6% | +2.3% | +0.1% |
| 30D | -14.0% | -10.5% | -3.5% | -8.5% |
| 3M | -22.6% | +43.6% | -66.2% | -41.6% |
| 6M | -24.7% | +63.0% | -87.8% | -49.0% |
| YTD | -29.0% | +102.9% | -131.9% | -60.0% |
| 1Y | -13.8% | +75.6% | -89.4% | -45.7% |
| All | -23.7% | +256.2% | -279.8% | -73.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling