-64.9%
IOVA vs VO
+42.2%
-107.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -1.8% |
| 7D | -2.2% | -0.6% | -1.6% | -1.2% |
| 30D | +31.7% | -1.9% | +33.6% | +35.6% |
| 3M | +117.3% | +3.3% | +114.0% | +104.1% |
| 6M | +55.8% | +9.7% | +46.1% | +34.0% |
| YTD | +208.8% | +12.6% | +196.2% | +153.6% |
| 1Y | +255.7% | +13.6% | +242.0% | +189.5% |
| 3Y | +41.7% | +56.8% | -15.1% | -24.9% |
| 5Y | -64.9% | +42.3% | -107.2% | -78.8% |
| All | -64.9% | +42.2% | -107.1% | -78.8% |
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