+79.9%
VOO vs CAVA
+34.5%
+45.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.6% | +0.2% |
| 7D | -0.4% | -8.5% | +8.2% | +0.6% |
| 30D | -1.4% | -8.2% | +6.9% | -0.7% |
| 3M | +3.7% | -25.9% | +29.6% | +6.5% |
| 6M | +13.0% | -30.9% | +44.0% | +16.7% |
| YTD | +12.4% | -3.7% | +16.2% | +10.9% |
| 1Y | +18.6% | -13.4% | +32.0% | +18.1% |
| 3Y | +78.1% | +44.2% | +33.8% | +70.2% |
| All | +79.9% | +34.5% | +45.4% | +73.3% |
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 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