+103.5%
IOVA vs VOO
+78.8%
+24.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.5% |
| 7D | -8.5% | -0.6% | -7.9% | -7.2% |
| 30D | -44.7% | -3.6% | -41.1% | -40.2% |
| 3M | +26.2% | -2.7% | +29.0% | +33.8% |
| 6M | +123.2% | +2.2% | +121.0% | +114.7% |
| YTD | +196.0% | +10.9% | +185.1% | +146.2% |
| 1Y | +240.9% | +11.3% | +229.6% | +182.0% |
| 3Y | +103.5% | +76.9% | +26.6% | -63.2% |
| All | +103.5% | +78.8% | +24.7% | -63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling