+89.2%
IOVA vs VLTO
+54.1%
+35.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.4% | -10.6% | -10.9% |
| 7D | -19.0% | +12.0% | -31.0% | -23.5% |
| 30D | -40.3% | +20.8% | -61.1% | -46.1% |
| 3M | +78.3% | +20.1% | +58.2% | +61.7% |
| 6M | +94.5% | +32.6% | +61.9% | +64.8% |
| YTD | +183.5% | +17.3% | +166.2% | +159.9% |
| 1Y | +327.6% | +17.3% | +310.3% | +289.9% |
| 3Y | +83.8% | +66.9% | +16.9% | +35.9% |
| All | +89.2% | +54.1% | +35.1% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling