+40.9%
VSH vs CAKE
+261.6%
-220.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.6% |
| 7D | +4.8% | -4.5% | +9.3% | +6.5% |
| 30D | -0.7% | -12.4% | +11.7% | +3.9% |
| 3M | -43.1% | +37.3% | -80.4% | -51.2% |
| 6M | +91.8% | +70.7% | +21.1% | +46.1% |
| YTD | +131.6% | +106.0% | +25.6% | +58.5% |
| 1Y | +118.1% | +79.7% | +38.4% | +59.6% |
| 3Y | +40.9% | +267.8% | -226.9% | -24.5% |
| All | +40.9% | +261.6% | -220.7% | -24.5% |
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