+299.5%
IOVA vs VEU
+28.8%
+270.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.5% |
| 7D | +9.7% | +1.1% | +8.6% | +8.4% |
| 30D | +102.5% | +2.2% | +100.4% | +98.0% |
| 3M | +100.7% | +3.0% | +97.7% | +93.1% |
| 6M | +106.3% | +10.9% | +95.5% | +82.3% |
| YTD | +222.0% | +18.2% | +203.8% | +158.2% |
| 1Y | +299.5% | +28.3% | +271.3% | +148.5% |
| All | +299.5% | +28.8% | +270.7% | +148.5% |
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