-67.6%
IOVA vs VO
+32.6%
-100.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.1% |
| 7D | -5.2% | -2.6% | -2.6% | -0.8% |
| 30D | -37.8% | -0.9% | -36.8% | -36.8% |
| 3M | +29.5% | -3.0% | +32.5% | +35.2% |
| 6M | +96.6% | +2.2% | +94.4% | +88.0% |
| YTD | +194.5% | +10.6% | +183.9% | +148.2% |
| 1Y | +248.1% | +12.5% | +235.5% | +185.6% |
| 3Y | +86.1% | +61.4% | +24.7% | -4.5% |
| All | -67.6% | +32.6% | -100.2% | -78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling