+378.0%
IOVA vs VEU
+17.0%
+361.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.0% | -3.4% | -3.3% |
| 7D | -41.3% | +0.2% | -41.5% | -41.3% |
| 30D | -38.5% | -2.1% | -36.4% | -37.2% |
| 3M | +99.5% | -2.7% | +102.2% | +104.8% |
| 6M | +126.0% | +3.2% | +122.8% | +119.0% |
| YTD | +218.7% | +12.6% | +206.1% | +212.8% |
| 1Y | +378.0% | +17.1% | +360.9% | +354.7% |
| All | +378.0% | +17.0% | +361.0% | +354.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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