+13.8%
VRT vs CAVA
+19.2%
-5.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.8% | -15.7% | -13.2% |
| 7D | -15.4% | +14.2% | -29.6% | -16.9% |
| 30D | -19.0% | +14.6% | -33.5% | -20.5% |
| 3M | -23.8% | -2.3% | -21.5% | -24.1% |
| 6M | -37.9% | -30.5% | -7.4% | -35.7% |
| YTD | +27.0% | +5.6% | +21.4% | +22.9% |
| 1Y | +13.8% | +19.9% | -6.1% | +8.4% |
| All | +13.8% | +19.2% | -5.4% | +8.4% |
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