+13.2%
CVS vs IOVA
-67.2%
+80.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +4.4% |
| 7D | -2.6% | -8.5% | +5.9% | -2.5% |
| 30D | +4.0% | -44.7% | +48.8% | +4.8% |
| 3M | -6.3% | +26.2% | -32.5% | -7.1% |
| 6M | -0.4% | +123.2% | -123.6% | -2.5% |
| YTD | +15.6% | +196.0% | -180.4% | +12.0% |
| 1Y | +18.3% | +240.9% | -222.6% | +14.1% |
| 3Y | +47.3% | +103.5% | -56.3% | +39.8% |
| 5Y | +13.2% | -65.5% | +78.6% | +9.5% |
| All | +13.2% | -67.2% | +80.4% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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