+48.4%
VRTX vs CAKE
+261.6%
-213.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.4% | 0.0% |
| 7D | -5.6% | -4.5% | -1.1% | -5.2% |
| 30D | -2.0% | -12.4% | +10.5% | -0.6% |
| 3M | +15.8% | +37.3% | -21.5% | +11.3% |
| 6M | +4.7% | +70.7% | -66.0% | -2.2% |
| YTD | +13.7% | +106.0% | -92.3% | +3.4% |
| 1Y | +29.7% | +79.7% | -49.9% | +19.9% |
| 3Y | +48.4% | +267.8% | -219.3% | +29.7% |
| All | +48.4% | +261.6% | -213.2% | +29.7% |
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 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