-92.0%
IOVA vs VEU
+193.8%
-285.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.4% |
| 7D | +9.7% | +1.1% | +8.6% | +8.3% |
| 30D | +102.5% | +2.2% | +100.4% | +97.5% |
| 3M | +100.7% | +3.0% | +97.7% | +92.9% |
| 6M | +106.3% | +10.9% | +95.5% | +81.8% |
| YTD | +222.0% | +18.2% | +203.8% | +163.0% |
| 1Y | +299.5% | +28.3% | +271.3% | +197.5% |
| 3Y | +42.9% | +74.6% | -31.7% | -20.7% |
| 5Y | -65.0% | +56.4% | -121.3% | -78.0% |
| 10Y | +10.3% | +153.0% | -142.7% | -54.5% |
| All | -92.0% | +193.8% | -285.8% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling