-29.9%
VST vs CAKE
+132.7%
-162.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.4% | -2.1% |
| 7D | -6.0% | -1.0% | -5.0% | -6.0% |
| 30D | -18.8% | +0.6% | -19.4% | -18.7% |
| 3M | -8.0% | -1.6% | -6.4% | -7.9% |
| 6M | -10.9% | +78.3% | -89.2% | -15.1% |
| YTD | -18.3% | +118.8% | -137.1% | -21.2% |
| 1Y | -29.9% | +140.3% | -170.2% | -30.3% |
| All | -29.9% | +132.7% | -162.7% | -30.3% |
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