-38.0%
VG vs CAVA
-51.4%
+13.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +2.3% |
| 7D | -2.5% | -1.5% | -1.0% | -2.3% |
| 30D | +11.1% | -3.7% | +14.7% | +11.3% |
| 3M | +14.9% | -18.3% | +33.2% | +17.6% |
| 6M | +18.4% | -23.5% | +41.8% | +19.8% |
| YTD | +116.6% | +2.5% | +114.1% | +89.8% |
| 1Y | +9.4% | -8.0% | +17.3% | +0.9% |
| All | -38.0% | -51.4% | +13.4% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling