+114.9%
IOVA vs VLTO
+27.2%
+87.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.9% |
| 7D | +9.7% | -2.3% | +12.0% | +11.1% |
| 30D | +102.5% | -0.9% | +103.4% | +103.8% |
| 3M | +100.7% | +13.8% | +86.9% | +85.2% |
| 6M | +106.3% | +2.0% | +104.3% | +103.5% |
| YTD | +222.0% | -3.2% | +225.2% | +227.6% |
| 1Y | +299.5% | -9.2% | +308.7% | +323.4% |
| All | +114.9% | +27.2% | +87.7% | +83.4% |
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