+2.8%
IOVA vs RVTY
+211.6%
-208.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.8% |
| 7D | -3.5% | -0.5% | -3.0% | -3.2% |
| 30D | -45.4% | +1.5% | -46.9% | -45.5% |
| 3M | +19.0% | +31.5% | -12.4% | +0.6% |
| 6M | +112.0% | +62.7% | +49.3% | +52.8% |
| YTD | +184.2% | +60.0% | +124.3% | +101.3% |
| 1Y | +222.0% | +65.7% | +156.3% | +122.0% |
| 3Y | +92.6% | +85.2% | +7.4% | +25.7% |
| 5Y | -63.2% | -14.9% | -48.3% | -63.3% |
| All | +2.8% | +211.6% | -208.8% | -69.4% |
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