+200.4%
IOVA vs VEU
+12.6%
+187.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -4.8% |
| 7D | -1.4% | +2.4% | -3.8% | -3.8% |
| 30D | -47.4% | -2.0% | -45.4% | -46.0% |
| 3M | +13.2% | -5.1% | +18.3% | +19.7% |
| 6M | +114.3% | -0.7% | +115.0% | +115.0% |
| YTD | +179.5% | +11.0% | +168.5% | +170.6% |
| 1Y | +200.4% | +12.4% | +188.0% | +189.7% |
| All | +200.4% | +12.6% | +187.8% | +189.7% |
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