+2,486.9%
VRT vs CAKE
+150.7%
+2,336.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +3.2% |
| 7D | -8.4% | -4.5% | -3.8% | -7.1% |
| 30D | -10.9% | -12.4% | +1.6% | -7.6% |
| 3M | -13.7% | +37.3% | -51.0% | -22.3% |
| 6M | -4.1% | +70.7% | -74.8% | -19.6% |
| YTD | +58.7% | +106.0% | -47.2% | +26.0% |
| 1Y | +89.6% | +79.7% | +10.0% | +55.6% |
| 3Y | +558.1% | +267.8% | +290.4% | +335.8% |
| 5Y | +953.0% | +159.9% | +793.1% | +642.6% |
| All | +2,486.9% | +150.7% | +2,336.2% | +1,499.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling