+72.5%
VXUS vs CAVA
+43.5%
+29.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.0% | +5.3% | -0.2% |
| 7D | +0.3% | -8.5% | +8.8% | +1.1% |
| 30D | +0.7% | -8.2% | +8.9% | +1.3% |
| 3M | +4.8% | -25.9% | +30.7% | +7.2% |
| 6M | +11.3% | -30.9% | +42.3% | +14.5% |
| YTD | +16.5% | -3.7% | +20.2% | +15.8% |
| 1Y | +24.3% | -13.4% | +37.7% | +24.3% |
| All | +72.5% | +43.5% | +29.0% | +61.8% |
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 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