+35.3%
VGT vs CAVA
-14.0%
+49.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.3% | +0.9% |
| 7D | -0.2% | -8.0% | +7.9% | +0.6% |
| 30D | -0.4% | -19.6% | +19.1% | +1.5% |
| 3M | +4.4% | -36.7% | +41.1% | +8.8% |
| 6M | +32.1% | -30.6% | +62.6% | +35.8% |
| YTD | +28.8% | -4.8% | +33.6% | +27.0% |
| 1Y | +35.3% | -13.1% | +48.5% | +36.8% |
| All | +35.3% | -14.0% | +49.4% | +36.8% |
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