+378.0%
IOVA vs VLTO
+18.3%
+359.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.4% |
| 7D | -41.3% | +13.8% | -55.1% | -40.7% |
| 30D | -38.5% | +21.2% | -59.7% | -38.8% |
| 3M | +99.5% | +21.5% | +78.1% | +98.5% |
| 6M | +126.0% | +33.0% | +93.0% | +124.8% |
| YTD | +218.7% | +17.8% | +200.9% | +222.2% |
| 1Y | +378.0% | +18.1% | +359.9% | +388.2% |
| All | +378.0% | +18.3% | +359.7% | +388.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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