+359.1%
VST vs CAKE
+273.8%
+85.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.7% |
| 7D | +9.9% | -1.1% | +10.9% | +10.2% |
| 30D | +7.9% | +0.4% | +7.5% | +7.5% |
| 3M | +3.4% | +59.9% | -56.5% | -12.8% |
| 6M | -4.1% | +75.1% | -79.2% | -22.3% |
| YTD | -5.7% | +115.0% | -120.7% | -29.9% |
| 1Y | -18.9% | +81.6% | -100.5% | -35.5% |
| 3Y | +359.1% | +279.1% | +79.9% | +195.2% |
| All | +359.1% | +273.8% | +85.2% | +195.2% |
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 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