+48.8%
CAVA vs VRSN
+44.6%
+4.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.1% | +3.4% |
| 7D | -8.0% | +0.2% | -8.2% | -8.0% |
| 30D | -19.6% | +3.8% | -23.3% | -19.8% |
| 3M | -36.7% | +5.0% | -41.7% | -37.1% |
| 6M | -30.6% | +24.9% | -55.5% | -33.4% |
| YTD | -4.8% | +21.6% | -26.4% | -8.5% |
| 1Y | -13.1% | +2.4% | -15.5% | -12.8% |
| 3Y | +48.8% | +47.3% | +1.4% | +45.6% |
| All | +48.8% | +44.6% | +4.2% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling