+29.1%
CAVA vs VOO
+82.5%
-53.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.6% | -5.2% |
| 7D | -8.5% | -0.4% | -8.2% | -7.9% |
| 30D | -8.2% | -1.4% | -6.9% | -5.8% |
| 3M | -25.9% | +3.7% | -29.6% | -31.0% |
| 6M | -30.9% | +13.0% | -44.0% | -45.4% |
| YTD | -3.7% | +12.4% | -16.2% | -22.6% |
| 1Y | -13.4% | +18.6% | -32.0% | -36.9% |
| 3Y | +44.2% | +78.1% | -33.8% | -50.7% |
| All | +29.1% | +82.5% | -53.4% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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