+47.8%
VMC vs CAKE
+157.8%
-110.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.5% |
| 7D | -3.8% | -4.5% | +0.8% | -2.7% |
| 30D | -9.7% | -12.4% | +2.7% | -6.9% |
| 3M | -9.6% | +37.3% | -47.0% | -16.7% |
| 6M | -4.8% | +70.7% | -75.6% | -17.1% |
| YTD | -10.9% | +106.0% | -116.9% | -26.4% |
| 1Y | -15.6% | +79.7% | -95.2% | -28.0% |
| 3Y | +19.3% | +267.8% | -248.5% | -17.7% |
| All | +47.8% | +157.8% | -110.0% | +6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling