+891.8%
IGV vs IOVA
-92.3%
+984.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -1.3% | -7.0% | +5.7% | -1.1% |
| 30D | -8.1% | -44.4% | +36.3% | -7.0% |
| 3M | -1.6% | +24.7% | -26.3% | -2.5% |
| 6M | +12.7% | +118.6% | -105.9% | +9.7% |
| YTD | -3.3% | +196.3% | -199.6% | -6.9% |
| 1Y | -7.9% | +205.3% | -213.2% | -11.5% |
| 3Y | +40.3% | +103.8% | -63.4% | +33.4% |
| 5Y | +17.3% | -65.6% | +82.9% | +14.0% |
| 10Y | +362.3% | +6.4% | +355.8% | +341.0% |
| All | +891.8% | -92.3% | +984.1% | +829.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling