+123.4%
VRT vs CAVA
-7.9%
+131.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.8% | +4.5% |
| 7D | +9.1% | -9.2% | +18.4% | +10.3% |
| 30D | +0.9% | -8.2% | +9.1% | +1.8% |
| 3M | -13.4% | -15.3% | +1.9% | -12.7% |
| 6M | +11.7% | -23.6% | +35.3% | +14.6% |
| YTD | +73.2% | +3.5% | +69.7% | +67.6% |
| 1Y | +123.4% | -7.9% | +131.3% | +131.9% |
| All | +123.4% | -7.9% | +131.4% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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