-30.6%
CAVA vs VSXY
+61.1%
-91.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.4% | +3.3% |
| 7D | -8.0% | +0.1% | -8.2% | -8.0% |
| 30D | -19.6% | -18.7% | -0.9% | -18.9% |
| 3M | -36.7% | -4.0% | -32.7% | -36.8% |
| 6M | -30.6% | +67.5% | -98.1% | -38.9% |
| All | -30.6% | +61.1% | -91.7% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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