-39.3%
VG vs CAVA
-50.9%
+11.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | +1.7% | -9.2% | +10.9% | +3.3% |
| 30D | +16.0% | -8.2% | +24.2% | +17.1% |
| 3M | +9.7% | -15.3% | +25.0% | +11.4% |
| 6M | +29.6% | -23.6% | +53.2% | +31.5% |
| YTD | +112.0% | +3.5% | +108.5% | +85.5% |
| 1Y | +12.8% | -7.9% | +20.7% | +4.2% |
| All | -39.3% | -50.9% | +11.6% | -28.0% |
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