-7.9%
CAVA vs VYM
+21.4%
-29.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -0.8% |
| 7D | -9.2% | 0.0% | -9.2% | -9.2% |
| 30D | -8.2% | -0.5% | -7.6% | -7.2% |
| 3M | -15.3% | +3.0% | -18.3% | -19.7% |
| 6M | -23.6% | +8.2% | -31.8% | -34.3% |
| YTD | +3.5% | +15.8% | -12.3% | -19.1% |
| 1Y | -7.9% | +20.8% | -28.7% | -34.2% |
| All | -7.9% | +21.4% | -29.3% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling