+68.4%
VEA vs CAVA
+28.6%
+39.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -0.8% |
| 7D | -2.1% | -12.4% | +10.4% | -0.9% |
| 30D | -1.1% | -11.2% | +10.1% | -0.2% |
| 3M | +5.1% | -33.8% | +38.9% | +8.7% |
| 6M | +9.8% | -32.5% | +42.3% | +13.1% |
| YTD | +15.9% | -8.0% | +23.9% | +15.8% |
| 1Y | +24.6% | -17.1% | +41.7% | +25.1% |
| 3Y | +75.5% | +37.8% | +37.7% | +68.2% |
| All | +68.4% | +28.6% | +39.8% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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