+378.0%
IOVA vs VO
+16.3%
+361.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -2.3% |
| 7D | -41.3% | +1.0% | -42.2% | -41.9% |
| 30D | -38.5% | +2.6% | -41.1% | -40.2% |
| 3M | +99.5% | -0.3% | +99.8% | +99.9% |
| 6M | +126.0% | +7.6% | +118.4% | +102.5% |
| YTD | +218.7% | +14.7% | +203.9% | +166.1% |
| 1Y | +378.0% | +16.4% | +361.6% | +296.0% |
| All | +378.0% | +16.3% | +361.7% | +296.0% |
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