-34.9%
VST vs CAKE
+147.7%
-182.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.7% | -18.5% | -13.8% |
| 7D | -15.7% | +9.1% | -24.9% | -15.8% |
| 30D | -17.0% | +5.8% | -22.8% | -16.9% |
| 3M | -15.9% | +9.3% | -25.2% | -15.9% |
| 6M | -25.0% | +96.1% | -121.1% | -29.4% |
| YTD | -25.1% | +131.4% | -156.5% | -29.5% |
| 1Y | -34.9% | +146.1% | -180.9% | -38.2% |
| All | -34.9% | +147.7% | -182.5% | -38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling