+3,125.0%
VMC vs CAKE
+3,866.7%
-741.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | +0.1% | -2.5% |
| 7D | -5.3% | -4.6% | -0.8% | -4.3% |
| 30D | -12.3% | -6.6% | -5.7% | -11.0% |
| 3M | -10.3% | +52.9% | -63.2% | -19.0% |
| 6M | -8.6% | +65.7% | -74.3% | -19.2% |
| YTD | -11.9% | +107.8% | -119.7% | -26.4% |
| 1Y | -13.9% | +78.5% | -92.4% | -25.8% |
| 3Y | +18.2% | +266.4% | -248.2% | -15.4% |
| 5Y | +47.7% | +159.6% | -111.9% | +10.7% |
| 10Y | +152.5% | +156.6% | -4.1% | +69.3% |
| All | +3,125.0% | +3,866.7% | -741.6% | +1,406.8% |
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 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