+46.2%
IOVA vs VEU
+77.0%
-30.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.3% |
| 7D | +5.1% | +1.7% | +3.4% | +1.9% |
| 30D | +37.2% | +1.0% | +36.2% | +34.8% |
| 3M | +117.5% | +5.6% | +111.9% | +93.0% |
| 6M | +69.6% | +13.7% | +55.9% | +27.9% |
| YTD | +218.7% | +17.7% | +201.0% | +118.0% |
| 1Y | +265.5% | +25.8% | +239.8% | +113.7% |
| 3Y | +46.2% | +77.1% | -30.9% | -67.0% |
| All | +46.2% | +77.0% | -30.8% | -67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling