+70.7%
VZ vs CAVA
+28.6%
+42.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.9% | +0.4% |
| 7D | -1.2% | -12.4% | +11.2% | -1.3% |
| 30D | +5.7% | -11.2% | +16.9% | +5.7% |
| 3M | +8.2% | -33.8% | +42.0% | +8.2% |
| 6M | +1.7% | -32.5% | +34.2% | +1.7% |
| YTD | +28.9% | -8.0% | +36.8% | +28.9% |
| 1Y | +22.7% | -17.1% | +39.9% | +22.7% |
| 3Y | +82.7% | +37.8% | +44.9% | +81.3% |
| All | +70.7% | +28.6% | +42.1% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling