+379.7%
VRT vs CAVA
+87.8%
+291.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.1% | -4.2% |
| 7D | +10.5% | -1.6% | +12.1% | +11.2% |
| 30D | -9.3% | +12.9% | -22.2% | -14.0% |
| 3M | -29.6% | -19.3% | -10.3% | -24.5% |
| 6M | -45.4% | -19.5% | -25.9% | -43.2% |
| YTD | +24.8% | -0.8% | +25.6% | +13.4% |
| 1Y | +23.6% | +20.8% | +2.8% | +0.8% |
| 3Y | +379.7% | +85.7% | +294.0% | +338.3% |
| All | +379.7% | +87.8% | +291.8% | +338.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling