+1,058.9%
VST vs CAKE
+167.3%
+891.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.4% | -1.7% |
| 7D | -6.0% | -1.0% | -5.0% | -6.0% |
| 30D | -18.8% | +0.6% | -19.4% | -19.1% |
| 3M | -8.0% | -1.6% | -6.4% | -8.3% |
| 6M | -10.9% | +78.3% | -89.2% | -22.9% |
| YTD | -18.3% | +118.8% | -137.1% | -32.9% |
| 1Y | -29.9% | +140.3% | -170.2% | -43.8% |
| 3Y | +290.3% | +280.3% | +10.0% | +183.8% |
| 5Y | +635.3% | +171.9% | +463.4% | +453.6% |
| 10Y | +1,162.4% | +135.1% | +1,027.3% | +696.9% |
| All | +1,058.9% | +167.3% | +891.6% | +628.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling