+244.7%
IOVA vs VLTO
+20.2%
+224.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | +1.9% | +2.0% | -0.2% | +1.9% |
| 30D | -44.1% | +21.8% | -65.9% | -45.1% |
| 3M | +28.9% | +20.2% | +8.6% | +26.5% |
| 6M | +125.7% | +36.3% | +89.4% | +117.3% |
| YTD | +199.3% | +18.8% | +180.4% | +202.1% |
| All | +244.7% | +20.2% | +224.5% | +251.5% |
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