-9.5%
VMC vs CAKE
+76.8%
-86.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | -4.3% | -4.0% | -0.3% | -3.8% |
| 30D | -8.2% | +2.4% | -10.7% | -8.6% |
| 3M | -7.0% | +69.0% | -76.0% | -13.3% |
| 6M | -10.8% | +69.3% | -80.0% | -17.7% |
| YTD | -7.4% | +115.8% | -123.2% | -16.7% |
| 1Y | -9.5% | +79.3% | -88.8% | -14.8% |
| All | -9.5% | +76.8% | -86.3% | -14.8% |
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