+27.6%
CAVA vs VEU
+70.0%
-42.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.4% | +2.1% |
| 7D | -8.0% | -1.4% | -6.6% | -6.2% |
| 30D | -19.6% | -0.4% | -19.1% | -18.9% |
| 3M | -36.7% | +2.5% | -39.2% | -38.8% |
| 6M | -30.6% | +11.1% | -41.7% | -40.8% |
| YTD | -4.8% | +16.5% | -21.3% | -23.6% |
| 1Y | -13.1% | +22.9% | -36.0% | -35.4% |
| 3Y | +48.8% | +73.4% | -24.6% | -34.4% |
| All | +27.6% | +70.0% | -42.3% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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