+12.4%
VT vs CAVA
+26.5%
-14.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.8% | +2.2% |
| 7D | +0.4% | +0.5% | -0.1% | +0.3% |
| 30D | -2.6% | +16.2% | -18.8% | -3.7% |
| 3M | -3.2% | -0.1% | -3.1% | -3.4% |
| 6M | +0.9% | -21.5% | +22.4% | +2.3% |
| YTD | +11.3% | +6.2% | +5.1% | +9.9% |
| All | +12.4% | +26.5% | -14.0% | +9.3% |
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 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