+35.1%
CAVA vs VT
+67.4%
-32.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.8% |
| 7D | +0.7% | -2.3% | +3.0% | +4.6% |
| 30D | +13.6% | -5.0% | +18.6% | +23.4% |
| 3M | -4.9% | -4.9% | -0.1% | +3.4% |
| 6M | -33.9% | -1.5% | -32.4% | -33.4% |
| YTD | +0.8% | +8.5% | -7.7% | -14.8% |
| 1Y | +27.0% | +11.4% | +15.6% | +2.1% |
| 3Y | +73.1% | +70.1% | +3.0% | -37.5% |
| All | +35.1% | +67.4% | -32.3% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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