+654.5%
VST vs CAKE
+174.8%
+479.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.9% | +3.4% | +6.4% |
| 7D | -0.5% | -1.8% | +1.3% | -0.3% |
| 30D | -17.1% | +2.3% | -19.4% | -17.8% |
| 3M | -4.6% | +3.9% | -8.5% | -6.2% |
| 6M | -9.1% | +81.4% | -90.4% | -23.7% |
| YTD | -16.6% | +122.5% | -139.2% | -34.4% |
| 1Y | -29.5% | +138.1% | -167.6% | -45.8% |
| 3Y | +297.5% | +288.0% | +9.5% | +175.4% |
| 5Y | +654.5% | +174.9% | +479.7% | +438.6% |
| All | +654.5% | +174.8% | +479.7% | +438.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling