+255.4%
IOVA vs VEU
+23.8%
+231.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.0% | +4.6% | +4.5% |
| 7D | -2.2% | -1.4% | -0.7% | -0.6% |
| 30D | +27.6% | -0.4% | +28.0% | +28.4% |
| 3M | +117.2% | +2.5% | +114.6% | +109.8% |
| 6M | +77.7% | +11.1% | +66.5% | +56.5% |
| YTD | +215.0% | +16.5% | +198.5% | +157.6% |
| 1Y | +255.4% | +22.9% | +232.5% | +153.7% |
| All | +255.4% | +23.8% | +231.5% | +153.7% |
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