+108.6%
FTV vs IOVA
+0.8%
+107.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | 0.0% |
| 7D | +3.9% | -3.5% | +7.4% | +4.1% |
| 30D | +18.7% | -45.4% | +64.0% | +22.4% |
| 3M | +10.0% | +19.0% | -9.0% | +6.8% |
| 6M | +14.6% | +112.0% | -97.5% | +5.3% |
| YTD | +23.4% | +184.2% | -160.8% | +9.5% |
| 1Y | +31.3% | +222.0% | -190.7% | +15.0% |
| 3Y | +39.8% | +92.6% | -52.8% | +18.0% |
| 5Y | +17.7% | -63.2% | +80.9% | +7.0% |
| All | +108.6% | +0.8% | +107.8% | +69.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling