+255.4%
IOVA vs ITOT
+17.8%
+237.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.8% | +4.5% |
| 7D | -2.2% | -0.9% | -1.3% | -0.8% |
| 30D | +27.6% | -1.5% | +29.0% | +30.1% |
| 3M | +117.2% | +3.6% | +113.6% | +103.1% |
| 6M | +77.7% | +13.7% | +64.0% | +41.9% |
| YTD | +215.0% | +12.9% | +202.1% | +153.6% |
| 1Y | +255.4% | +17.2% | +238.2% | +159.1% |
| All | +255.4% | +17.8% | +237.5% | +159.1% |
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