+6.0%
VWO vs CAVA
+19.2%
-13.2%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +1.5% |
| 7D | -1.3% | +14.2% | -15.5% | -2.1% |
| 30D | -7.1% | +14.6% | -21.7% | -8.0% |
| 3M | -6.1% | -2.3% | -3.8% | -6.2% |
| 6M | -3.9% | -30.5% | +26.6% | -1.6% |
| YTD | +5.0% | +5.6% | -0.6% | +5.1% |
| 1Y | +6.0% | +19.9% | -13.9% | +5.7% |
| All | +6.0% | +19.2% | -13.2% | +5.7% |
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 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