+27.9%
VTV vs CAVA
+19.2%
+8.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +1.4% |
| 7D | +1.8% | +14.2% | -12.5% | +1.1% |
| 30D | +6.0% | +14.6% | -8.6% | +5.2% |
| 3M | +3.7% | -2.3% | +6.0% | +3.6% |
| 6M | +13.9% | -30.5% | +44.5% | +15.9% |
| YTD | +22.8% | +5.6% | +17.2% | +21.0% |
| 1Y | +27.9% | +19.9% | +8.0% | +24.5% |
| All | +27.9% | +19.2% | +8.7% | +24.5% |
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 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