+1,191.5%
VRT vs CAVA
+43.2%
+1,148.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.0% |
| 7D | +13.6% | -1.5% | +15.2% | +14.1% |
| 30D | +6.8% | -3.7% | +10.4% | +7.3% |
| 3M | -3.2% | -18.3% | +15.1% | +1.0% |
| 6M | +20.3% | -23.5% | +43.8% | +27.4% |
| YTD | +79.6% | +2.5% | +77.1% | +66.2% |
| 1Y | +139.0% | -8.0% | +147.0% | +128.2% |
| 3Y | +644.6% | +53.5% | +591.1% | +615.0% |
| All | +1,191.5% | +43.2% | +1,148.3% | +1,110.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling