+1.1%
IOVA vs VEU
+150.0%
-149.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -4.4% |
| 7D | -1.4% | +2.4% | -3.8% | -4.7% |
| 30D | -47.4% | -2.0% | -45.4% | -45.5% |
| 3M | +13.2% | -5.1% | +18.3% | +22.8% |
| 6M | +114.3% | -0.7% | +115.0% | +115.6% |
| YTD | +179.5% | +11.0% | +168.5% | +138.0% |
| 1Y | +200.4% | +12.4% | +188.0% | +151.1% |
| 3Y | +92.2% | +69.8% | +22.4% | -4.4% |
| 5Y | -63.8% | +48.2% | -112.0% | -78.4% |
| All | +1.1% | +150.0% | -149.0% | -66.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling