+1,041.6%
VRT vs CAVA
+33.0%
+1,008.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | +0.1% | +2.4% |
| 7D | -8.4% | -8.0% | -0.3% | -5.6% |
| 30D | -10.9% | -19.6% | +8.7% | -4.4% |
| 3M | -13.7% | -36.7% | +23.0% | -1.0% |
| 6M | -4.1% | -30.6% | +26.5% | +5.1% |
| YTD | +58.7% | -4.8% | +63.5% | +50.8% |
| 1Y | +89.6% | -13.1% | +102.7% | +84.7% |
| 3Y | +558.1% | +48.8% | +509.4% | +548.2% |
| All | +1,041.6% | +33.0% | +1,008.5% | +998.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling