-92.9%
IOVA vs VEU
+175.7%
-268.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -3.5% | +2.1% | -5.6% | -5.8% |
| 30D | -45.4% | -0.9% | -44.5% | -44.5% |
| 3M | +19.0% | -5.4% | +24.4% | +27.7% |
| 6M | +112.0% | -1.8% | +113.8% | +116.4% |
| YTD | +184.2% | +10.9% | +173.3% | +151.4% |
| 1Y | +222.0% | +13.6% | +208.4% | +176.7% |
| 3Y | +92.6% | +69.3% | +23.3% | +11.5% |
| 5Y | -63.2% | +48.1% | -111.3% | -75.2% |
| 10Y | +2.1% | +148.0% | -145.9% | -56.1% |
| All | -92.9% | +175.7% | -268.7% | -97.1% |
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