-30.9%
CAVA vs VIG
+9.7%
-40.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -5.2% |
| 7D | -8.5% | -1.2% | -7.4% | -6.8% |
| 30D | -8.2% | -2.8% | -5.4% | -4.1% |
| 3M | -25.9% | +2.5% | -28.4% | -29.0% |
| 6M | -30.9% | +8.1% | -39.0% | -40.0% |
| All | -30.9% | +9.7% | -40.6% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 6mo: compounded portfolio wealth divided by compounded VIG 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…
6mo analysis · Full analysis span regression · 6 months rolling