+84.5%
VTR vs CAKE
+157.8%
-73.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | -0.3% | -4.5% | +4.2% | +0.3% |
| 30D | +1.1% | -12.4% | +13.5% | +2.9% |
| 3M | +7.9% | +37.3% | -29.4% | +2.3% |
| 6M | +6.2% | +70.7% | -64.6% | -3.0% |
| YTD | +17.7% | +106.0% | -88.3% | +4.0% |
| 1Y | +32.9% | +79.7% | -46.8% | +19.9% |
| 3Y | +129.7% | +267.8% | -138.1% | +75.1% |
| All | +84.5% | +157.8% | -73.3% | +45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling