+21.2%
VT vs CAKE
+79.7%
-58.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +1.0% | -1.1% | +2.1% | +1.1% |
| 30D | -0.2% | +0.4% | -0.7% | -0.4% |
| 3M | +4.5% | +59.9% | -55.4% | -0.3% |
| 6M | +14.1% | +75.1% | -61.0% | +7.0% |
| YTD | +14.8% | +115.0% | -100.3% | +5.4% |
| 1Y | +21.2% | +81.6% | -60.4% | +11.5% |
| All | +21.2% | +79.7% | -58.5% | +11.5% |
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