-50.0%
VTRS vs CAKE
+155.4%
-205.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.5% |
| 7D | -2.2% | -4.5% | +2.3% | -1.3% |
| 30D | +3.3% | -12.4% | +15.8% | +5.9% |
| 3M | +2.0% | +37.3% | -35.4% | -4.8% |
| 6M | +19.9% | +70.7% | -50.8% | +6.7% |
| YTD | +35.7% | +106.0% | -70.2% | +15.9% |
| 1Y | +68.1% | +79.7% | -11.6% | +47.3% |
| 3Y | +87.1% | +267.8% | -180.7% | +39.7% |
| 5Y | +47.6% | +159.9% | -112.3% | +14.3% |
| All | -50.0% | +155.4% | -205.4% | -65.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling