+65.4%
VT vs CAVA
+40.8%
+24.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.7% | +0.4% |
| 7D | -2.3% | +0.7% | -3.0% | -2.4% |
| 30D | -5.0% | +13.6% | -18.6% | -6.3% |
| 3M | -4.9% | -4.9% | +0.1% | -4.8% |
| 6M | -1.5% | -33.9% | +32.4% | +2.0% |
| YTD | +8.5% | +0.8% | +7.7% | +6.6% |
| 1Y | +11.4% | +27.0% | -15.6% | +6.5% |
| 3Y | +70.1% | +73.1% | -3.0% | +60.6% |
| All | +65.4% | +40.8% | +24.6% | +58.0% |
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