+1,232.7%
VST vs CAKE
+153.9%
+1,078.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +2.9% | +0.3% |
| 7D | +5.3% | -4.6% | +9.9% | +6.4% |
| 30D | +5.8% | -6.6% | +12.3% | +7.1% |
| 3M | +3.5% | +52.9% | -49.4% | -6.8% |
| 6M | -7.4% | +65.7% | -73.1% | -18.4% |
| YTD | -6.1% | +107.8% | -113.9% | -21.6% |
| 1Y | -21.6% | +78.5% | -100.1% | -32.5% |
| 3Y | +357.2% | +266.4% | +90.8% | +236.5% |
| 5Y | +777.0% | +159.6% | +617.4% | +568.2% |
| All | +1,232.7% | +153.9% | +1,078.9% | +751.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling