+11.9%
VT vs CAKE
+132.7%
-120.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.3% |
| 7D | -0.1% | -1.0% | +0.9% | 0.0% |
| 30D | -3.1% | +0.6% | -3.7% | -3.1% |
| 3M | -3.5% | -1.6% | -1.9% | -3.5% |
| 6M | +0.5% | +78.3% | -77.9% | -6.1% |
| YTD | +10.8% | +118.8% | -108.0% | +0.2% |
| 1Y | +11.9% | +140.3% | -128.4% | -0.6% |
| All | +11.9% | +132.7% | -120.8% | -0.6% |
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 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