+4.1%
IOVA vs ITOT
+303.4%
-299.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.8% | +4.4% |
| 7D | -2.2% | -0.9% | -1.3% | -0.7% |
| 30D | +27.6% | -1.5% | +29.0% | +30.2% |
| 3M | +117.2% | +3.6% | +113.6% | +104.9% |
| 6M | +77.7% | +13.7% | +64.0% | +47.4% |
| YTD | +215.0% | +12.9% | +202.1% | +164.2% |
| 1Y | +255.4% | +17.2% | +238.2% | +183.0% |
| 3Y | +42.6% | +75.6% | -33.0% | -33.4% |
| 5Y | -62.2% | +75.5% | -137.7% | -82.4% |
| All | +4.1% | +303.4% | -299.3% | -88.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling