+535.3%
VRT vs CAKE
+256.2%
+279.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.4% | -3.2% | -4.9% |
| 7D | -7.7% | -5.6% | -2.1% | -6.1% |
| 30D | -12.0% | -10.5% | -1.4% | -9.2% |
| 3M | -11.7% | +43.6% | -55.3% | -23.2% |
| 6M | -8.1% | +63.0% | -71.1% | -24.7% |
| YTD | +53.2% | +102.9% | -49.7% | +14.9% |
| 1Y | +81.7% | +75.6% | +6.0% | +43.9% |
| All | +535.3% | +256.2% | +279.1% | +264.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling