+1,476.2%
VTR vs CAKE
+3,286.4%
-1,810.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.9% |
| 7D | -0.3% | -4.5% | +4.2% | +1.0% |
| 30D | +1.1% | -12.4% | +13.5% | +4.7% |
| 3M | +7.9% | +37.3% | -29.4% | -2.5% |
| 6M | +6.2% | +70.7% | -64.6% | -10.6% |
| YTD | +17.7% | +106.0% | -88.3% | -6.6% |
| 1Y | +32.9% | +79.7% | -46.8% | +9.2% |
| 3Y | +129.7% | +267.8% | -138.1% | +46.3% |
| 5Y | +89.3% | +159.9% | -70.6% | +27.1% |
| 10Y | +99.1% | +154.3% | -55.2% | +18.1% |
| All | +1,476.2% | +3,286.4% | -1,810.2% | +342.1% |
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