+75.8%
VT vs CAKE
+264.0%
-188.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +0.4% | -4.0% | +4.5% | +1.1% |
| 30D | +1.0% | +2.4% | -1.5% | +0.4% |
| 3M | +2.4% | +69.0% | -66.6% | -7.2% |
| 6M | +12.0% | +69.3% | -57.3% | +1.1% |
| YTD | +15.3% | +115.8% | -100.4% | -0.9% |
| 1Y | +22.6% | +79.3% | -56.8% | +9.1% |
| All | +75.8% | +264.0% | -188.2% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling