+2.8%
IOVA vs VOO
+309.6%
-306.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | -3.5% | +2.6% | -6.1% | -6.9% |
| 30D | -45.4% | -2.0% | -43.4% | -43.2% |
| 3M | +19.0% | -2.8% | +21.8% | +24.8% |
| 6M | +112.0% | +2.2% | +109.9% | +106.5% |
| YTD | +184.2% | +11.5% | +172.7% | +146.7% |
| 1Y | +222.0% | +13.5% | +208.5% | +172.9% |
| 3Y | +92.6% | +78.1% | +14.5% | -8.0% |
| 5Y | -63.2% | +73.1% | -136.3% | -81.8% |
| All | +2.8% | +309.6% | -306.9% | -86.6% |
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