+51.8%
VG vs CAVA
+19.2%
+32.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +2.8% | -10.5% | -7.4% |
| 7D | -16.4% | +14.2% | -30.6% | -15.4% |
| 30D | -10.8% | +14.6% | -25.3% | -9.6% |
| 3M | -6.3% | -2.3% | -4.0% | -6.2% |
| 6M | -12.5% | -30.5% | +18.0% | -13.2% |
| YTD | +76.9% | +5.6% | +71.3% | +58.0% |
| 1Y | +51.8% | +19.9% | +31.9% | +32.3% |
| All | +51.8% | +19.2% | +32.6% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling