+299.5%
IOVA vs VO
+15.8%
+283.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.3% |
| 7D | +9.7% | -0.3% | +10.0% | +10.1% |
| 30D | +102.5% | -0.3% | +102.9% | +102.4% |
| 3M | +100.7% | +2.9% | +97.7% | +88.8% |
| 6M | +106.3% | +9.3% | +97.0% | +74.3% |
| YTD | +222.0% | +14.2% | +207.8% | +152.6% |
| 1Y | +299.5% | +15.3% | +284.3% | +214.3% |
| All | +299.5% | +15.8% | +283.7% | +214.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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