+11.6%
VG vs CAVA
-8.7%
+20.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +2.1% |
| 7D | -2.5% | -1.5% | -1.0% | -2.5% |
| 30D | +11.1% | -3.7% | +14.7% | +11.0% |
| 3M | +14.9% | -18.3% | +33.2% | +15.1% |
| 6M | +18.4% | -23.5% | +41.8% | +16.6% |
| YTD | +116.6% | +2.5% | +114.1% | +85.9% |
| All | +11.6% | -8.7% | +20.3% | +12.6% |
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