+444.1%
VFC vs CAKE
+4,004.5%
-3,560.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.8% |
| 7D | +0.8% | -1.1% | +1.9% | +1.1% |
| 30D | -11.9% | +0.4% | -12.4% | -12.2% |
| 3M | -20.2% | +59.9% | -80.1% | -30.9% |
| 6M | -23.0% | +75.1% | -98.0% | -35.3% |
| YTD | -26.2% | +115.0% | -141.2% | -41.6% |
| 1Y | -13.3% | +81.6% | -94.9% | -28.0% |
| 3Y | -25.5% | +279.1% | -304.6% | -48.3% |
| 5Y | -78.1% | +170.6% | -248.7% | -83.9% |
| 10Y | -68.8% | +160.3% | -229.1% | -79.1% |
| All | +444.1% | +4,004.5% | -3,560.4% | +123.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling