-63.2%
IOVA vs VOO
+82.3%
-145.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.2% |
| 7D | +5.1% | +0.5% | +4.5% | +4.2% |
| 30D | +37.2% | -0.9% | +38.2% | +38.9% |
| 3M | +117.5% | +3.9% | +113.6% | +103.7% |
| 6M | +69.6% | +14.5% | +55.1% | +38.0% |
| YTD | +218.7% | +13.0% | +205.7% | +165.0% |
| 1Y | +265.5% | +19.4% | +246.1% | +180.0% |
| 3Y | +46.2% | +78.9% | -32.7% | -34.8% |
| 5Y | -63.2% | +82.3% | -145.5% | -83.8% |
| All | -63.2% | +82.3% | -145.6% | -83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling