+2,545.5%
VRT vs CAKE
+152.9%
+2,392.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.4% | -6.2% | -8.7% |
| 7D | +2.4% | -4.6% | +7.0% | +3.8% |
| 30D | -2.7% | -6.6% | +3.9% | -1.0% |
| 3M | -9.2% | +52.9% | -62.1% | -20.9% |
| 6M | -0.5% | +65.7% | -66.3% | -15.8% |
| YTD | +62.3% | +107.8% | -45.5% | +28.5% |
| 1Y | +109.6% | +78.5% | +31.1% | +72.2% |
| 3Y | +573.1% | +266.4% | +306.7% | +346.0% |
| 5Y | +953.6% | +159.6% | +794.0% | +642.3% |
| All | +2,545.5% | +152.9% | +2,392.6% | +1,530.7% |
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