+6.4%
IOVA vs VOO
+314.4%
-308.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -1.7% |
| 7D | -7.0% | -0.9% | -6.1% | -5.5% |
| 30D | -44.4% | -2.3% | -42.1% | -41.9% |
| 3M | +24.7% | -1.2% | +25.8% | +27.7% |
| 6M | +118.6% | +3.3% | +115.3% | +109.6% |
| YTD | +196.3% | +12.3% | +184.0% | +154.6% |
| 1Y | +205.3% | +12.5% | +192.8% | +162.1% |
| 3Y | +103.8% | +79.2% | +24.6% | -3.5% |
| 5Y | -65.6% | +75.7% | -141.3% | -83.4% |
| 10Y | +6.4% | +313.7% | -307.2% | -86.4% |
| All | +6.4% | +314.4% | -308.0% | -86.4% |
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