+7.0%
IOVA vs RVTY
+212.9%
-205.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.4% |
| 7D | -8.5% | -2.7% | -5.8% | -6.6% |
| 30D | -44.7% | +3.2% | -48.0% | -45.5% |
| 3M | +26.2% | +37.2% | -10.9% | +3.7% |
| 6M | +123.2% | +57.7% | +65.5% | +63.9% |
| YTD | +196.0% | +64.8% | +131.1% | +105.4% |
| 1Y | +240.9% | +72.8% | +168.1% | +128.7% |
| 3Y | +103.5% | +89.8% | +13.7% | +30.6% |
| 5Y | -65.5% | -8.4% | -57.0% | -67.5% |
| 10Y | +7.0% | +219.5% | -212.4% | -68.0% |
| All | +7.0% | +212.9% | -205.9% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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