-1.5%
IOVA vs VEU
+152.3%
-153.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.2% | -1.6% |
| 7D | -6.4% | -1.9% | -4.5% | -3.7% |
| 30D | +25.4% | -0.7% | +26.2% | +27.0% |
| 3M | +115.3% | +4.9% | +110.5% | +99.8% |
| 6M | +56.5% | +9.8% | +46.7% | +35.7% |
| YTD | +198.2% | +15.3% | +182.9% | +139.7% |
| 1Y | +242.0% | +23.0% | +219.0% | +151.0% |
| 3Y | +36.8% | +73.5% | -36.7% | -34.1% |
| 5Y | -64.3% | +54.5% | -118.7% | -79.9% |
| All | -1.5% | +152.3% | -153.8% | -68.2% |
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