+868.2%
VSH vs CAKE
+4,004.5%
-3,136.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +6.2% | -1.1% | +7.3% | +6.6% |
| 30D | -11.1% | +0.4% | -11.5% | -11.6% |
| 3M | -44.9% | +59.9% | -104.8% | -53.7% |
| 6M | +90.0% | +75.1% | +14.9% | +53.4% |
| YTD | +118.8% | +115.0% | +3.8% | +64.6% |
| 1Y | +109.0% | +81.6% | +27.4% | +66.1% |
| 3Y | +35.6% | +279.1% | -243.5% | -16.3% |
| 5Y | +66.7% | +170.6% | -103.9% | +9.9% |
| 10Y | +167.9% | +160.3% | +7.6% | +55.3% |
| All | +868.2% | +4,004.5% | -3,136.3% | +173.0% |
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 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