+48.8%
CAVA vs ITOT
+75.8%
-27.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.6% | +2.0% |
| 7D | -8.0% | -0.9% | -7.1% | -6.5% |
| 30D | -19.6% | -1.5% | -18.1% | -17.3% |
| 3M | -36.7% | +3.6% | -40.2% | -40.6% |
| 6M | -30.6% | +13.7% | -44.3% | -45.3% |
| YTD | -4.8% | +12.9% | -17.7% | -23.5% |
| 1Y | -13.1% | +17.2% | -30.3% | -34.5% |
| 3Y | +48.8% | +75.6% | -26.9% | -43.4% |
| All | +48.8% | +75.8% | -27.0% | -43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling