+222.0%
IOVA vs VLTO
+21.9%
+200.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | -3.5% | +1.0% | -4.5% | -3.5% |
| 30D | -45.4% | +17.5% | -62.9% | -45.9% |
| 3M | +19.0% | +21.4% | -2.4% | +16.3% |
| 6M | +112.0% | +38.1% | +73.9% | +101.9% |
| YTD | +184.2% | +19.0% | +165.2% | +187.1% |
| 1Y | +222.0% | +20.7% | +201.3% | +227.2% |
| All | +222.0% | +21.9% | +200.1% | +227.2% |
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