+89.6%
VRT vs CAKE
+78.0%
+11.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +3.6% |
| 7D | -8.4% | -4.5% | -3.8% | -8.5% |
| 30D | -10.9% | -12.4% | +1.6% | -11.4% |
| 3M | -13.7% | +37.3% | -51.0% | -14.5% |
| 6M | -4.1% | +70.7% | -74.8% | -9.5% |
| YTD | +58.7% | +106.0% | -47.2% | +51.6% |
| 1Y | +89.6% | +79.7% | +10.0% | +74.0% |
| All | +89.6% | +78.0% | +11.6% | +74.0% |
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 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