+8.2%
IOVA vs VO
+197.5%
-189.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.1% | -2.3% |
| 7D | +1.9% | -0.1% | +2.0% | +2.4% |
| 30D | -44.1% | +0.5% | -44.6% | -44.6% |
| 3M | +28.9% | -1.0% | +29.9% | +30.1% |
| 6M | +125.7% | +6.4% | +119.3% | +104.5% |
| YTD | +199.3% | +13.6% | +185.7% | +148.2% |
| 1Y | +255.2% | +14.5% | +240.7% | +192.0% |
| 3Y | +106.8% | +67.2% | +39.6% | +8.0% |
| 5Y | -67.1% | +36.1% | -103.1% | -77.6% |
| All | +8.2% | +197.5% | -189.3% | -76.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling