+69.6%
VTV vs CAVA
+33.0%
+36.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | +0.5% |
| 7D | -1.1% | -8.0% | +6.9% | -0.5% |
| 30D | -1.0% | -19.6% | +18.5% | +0.5% |
| 3M | +4.6% | -36.7% | +41.3% | +8.0% |
| 6M | +13.5% | -30.6% | +44.1% | +16.0% |
| YTD | +18.5% | -4.8% | +23.3% | +17.5% |
| 1Y | +22.9% | -13.1% | +36.0% | +22.4% |
| 3Y | +67.8% | +48.8% | +19.1% | +61.9% |
| All | +69.6% | +33.0% | +36.5% | +64.7% |
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