+69.3%
VT vs CAVA
+38.6%
+30.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.4% |
| 7D | +2.4% | -1.6% | +3.9% | +2.5% |
| 30D | -1.5% | +12.9% | -14.4% | -2.8% |
| 3M | -4.1% | -19.3% | +15.2% | -2.3% |
| 6M | +0.6% | -19.5% | +20.0% | +1.9% |
| YTD | +11.0% | -0.8% | +11.8% | +9.3% |
| 1Y | +13.3% | +20.8% | -7.5% | +8.9% |
| 3Y | +73.4% | +85.7% | -12.3% | +63.0% |
| All | +69.3% | +38.6% | +30.7% | +61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling