+84.3%
VZ vs CAVA
+46.8%
+37.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +0.5% |
| 7D | +0.2% | -1.5% | +1.8% | +0.2% |
| 30D | +7.1% | -3.7% | +10.8% | +7.1% |
| 3M | +12.8% | -18.3% | +31.1% | +12.8% |
| 6M | +1.8% | -23.5% | +25.3% | +1.7% |
| YTD | +30.0% | +2.5% | +27.5% | +30.2% |
| 1Y | +24.3% | -8.0% | +32.3% | +24.4% |
| 3Y | +84.3% | +53.5% | +30.8% | +82.7% |
| All | +84.3% | +46.8% | +37.5% | +82.7% |
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