+6.3%
IOVA vs VOO
+315.3%
-309.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.5% |
| 7D | -2.2% | -0.4% | -1.8% | -1.7% |
| 30D | +31.7% | -1.4% | +33.1% | +34.1% |
| 3M | +117.3% | +3.7% | +113.5% | +104.9% |
| 6M | +55.8% | +13.0% | +42.8% | +31.1% |
| YTD | +208.8% | +12.4% | +196.4% | +162.2% |
| 1Y | +255.7% | +18.6% | +237.1% | +180.7% |
| 3Y | +41.7% | +78.1% | -36.4% | -33.4% |
| 5Y | -64.9% | +82.3% | -147.2% | -84.1% |
| 10Y | +6.3% | +322.5% | -316.2% | -88.5% |
| All | +6.3% | +315.3% | -309.0% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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