+299.5%
IOVA vs ITOT
+20.8%
+278.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.5% |
| 7D | +9.7% | +0.1% | +9.6% | +9.6% |
| 30D | +102.5% | 0.0% | +102.5% | +101.9% |
| 3M | +100.7% | +2.0% | +98.7% | +94.1% |
| 6M | +106.3% | +13.0% | +93.3% | +66.8% |
| YTD | +222.0% | +14.0% | +208.0% | +157.2% |
| 1Y | +299.5% | +19.9% | +279.6% | +198.5% |
| All | +299.5% | +20.8% | +278.7% | +198.5% |
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