+27.6%
CAVA vs VTR
+115.4%
-87.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.6% |
| 7D | -8.0% | -0.3% | -7.7% | -8.0% |
| 30D | -19.6% | +1.1% | -20.7% | -19.8% |
| 3M | -36.7% | +7.9% | -44.6% | -38.2% |
| 6M | -30.6% | +6.2% | -36.7% | -32.1% |
| YTD | -4.8% | +17.7% | -22.5% | -9.5% |
| 1Y | -13.1% | +32.9% | -46.0% | -20.9% |
| 3Y | +48.8% | +129.7% | -80.9% | +7.0% |
| All | +27.6% | +115.4% | -87.7% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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