+124.8%
VGT vs CAVA
+41.9%
+82.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.3% | +0.6% |
| 7D | -0.2% | -8.0% | +7.9% | +1.3% |
| 30D | -0.4% | -19.6% | +19.1% | +3.2% |
| 3M | +4.4% | -36.7% | +41.1% | +12.4% |
| 6M | +32.1% | -30.6% | +62.6% | +38.9% |
| YTD | +28.8% | -4.8% | +33.6% | +25.6% |
| 1Y | +35.3% | -13.1% | +48.5% | +33.8% |
| 3Y | +124.8% | +48.8% | +76.0% | +112.7% |
| All | +124.8% | +41.9% | +82.8% | +112.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling