+378.0%
IOVA vs VIG
+19.5%
+358.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -3.1% |
| 7D | -41.3% | +2.7% | -44.0% | -42.8% |
| 30D | -38.5% | +7.0% | -45.5% | -43.2% |
| 3M | +99.5% | +4.0% | +95.5% | +91.0% |
| 6M | +126.0% | +12.3% | +113.7% | +88.6% |
| YTD | +218.7% | +16.4% | +202.3% | +150.2% |
| 1Y | +378.0% | +19.2% | +358.8% | +257.6% |
| All | +378.0% | +19.5% | +358.5% | +257.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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