+19.9%
CAVA vs ITOT
+14.7%
+5.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.2% | +0.8% |
| 7D | +14.2% | -0.7% | +14.9% | +15.2% |
| 30D | +14.6% | -1.1% | +15.6% | +16.1% |
| 3M | -2.3% | -0.8% | -1.5% | -1.2% |
| 6M | -30.5% | +7.0% | -37.5% | -39.0% |
| YTD | +5.6% | +13.3% | -7.7% | -15.6% |
| 1Y | +19.9% | +14.8% | +5.1% | -7.0% |
| All | +19.9% | +14.7% | +5.2% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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