-7.9%
CAVA vs VLTO
-8.3%
+0.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.0% |
| 7D | -9.2% | -2.3% | -6.9% | -8.6% |
| 30D | -8.2% | -0.9% | -7.3% | -8.0% |
| 3M | -15.3% | +13.8% | -29.1% | -19.0% |
| 6M | -23.6% | +2.0% | -25.6% | -24.2% |
| YTD | +3.5% | -3.2% | +6.7% | +3.3% |
| 1Y | -7.9% | -9.2% | +1.3% | -10.0% |
| All | -7.9% | -8.3% | +0.4% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling