+1,216.9%
VST vs CAKE
+163.6%
+1,053.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.4% |
| 7D | +8.9% | -4.0% | +12.9% | +9.9% |
| 30D | +6.2% | +2.4% | +3.8% | +5.4% |
| 3M | -2.7% | +69.0% | -71.7% | -14.3% |
| 6M | -8.4% | +69.3% | -77.6% | -19.6% |
| YTD | -7.2% | +115.8% | -123.0% | -23.1% |
| 1Y | -20.9% | +79.3% | -100.2% | -31.9% |
| 3Y | +384.0% | +262.0% | +122.0% | +256.7% |
| 5Y | +757.1% | +165.7% | +591.4% | +549.6% |
| All | +1,216.9% | +163.6% | +1,053.3% | +735.0% |
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