+349.1%
VT vs CAKE
+699.7%
-350.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.6% | +3.8% | +1.1% |
| 7D | -2.3% | -5.2% | +2.9% | -1.0% |
| 30D | -5.0% | -0.2% | -4.7% | -5.1% |
| 3M | -4.9% | -0.2% | -4.6% | -5.4% |
| 6M | -1.5% | +77.5% | -79.0% | -16.1% |
| YTD | +8.5% | +114.1% | -105.6% | -12.4% |
| 1Y | +11.4% | +131.6% | -120.2% | -12.0% |
| 3Y | +70.1% | +271.4% | -201.3% | +15.5% |
| 5Y | +53.7% | +157.5% | -103.8% | +10.4% |
| 10Y | +220.0% | +153.3% | +66.7% | +95.8% |
| All | +349.1% | +699.7% | -350.6% | +49.4% |
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