+23.3%
CAVA vs VO
+57.4%
-34.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -2.8% |
| 7D | -12.4% | -2.5% | -10.0% | -8.1% |
| 30D | -11.2% | -3.2% | -8.0% | -5.2% |
| 3M | -33.8% | +3.9% | -37.7% | -38.1% |
| 6M | -32.5% | +9.6% | -42.2% | -43.1% |
| YTD | -8.0% | +11.6% | -19.6% | -24.6% |
| 1Y | -17.1% | +12.6% | -29.7% | -33.2% |
| 3Y | +37.8% | +55.4% | -17.6% | -36.5% |
| All | +23.3% | +57.4% | -34.0% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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