+119.9%
VGT vs CAVA
+28.6%
+91.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.3% |
| 7D | -1.0% | -12.4% | +11.4% | +1.1% |
| 30D | -0.4% | -11.2% | +10.7% | +1.1% |
| 3M | +6.6% | -33.8% | +40.4% | +13.2% |
| 6M | +31.0% | -32.5% | +63.6% | +37.9% |
| YTD | +27.2% | -8.0% | +35.2% | +25.4% |
| 1Y | +34.5% | -17.1% | +51.6% | +34.4% |
| 3Y | +123.1% | +37.8% | +85.3% | +112.6% |
| All | +119.9% | +28.6% | +91.3% | +111.9% |
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