-93.1%
IOVA vs VOO
+752.9%
-845.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.3% | -5.3% |
| 7D | -1.4% | +3.3% | -4.7% | -5.4% |
| 30D | -47.4% | -2.7% | -44.7% | -45.0% |
| 3M | +13.2% | -1.7% | +14.9% | +16.6% |
| 6M | +114.3% | +3.1% | +111.2% | +107.1% |
| YTD | +179.5% | +11.9% | +167.5% | +145.4% |
| 1Y | +200.4% | +12.1% | +188.3% | +163.8% |
| 3Y | +92.2% | +78.6% | +13.6% | -0.6% |
| 5Y | -63.8% | +73.8% | -137.6% | -80.7% |
| 10Y | +0.4% | +312.3% | -311.9% | -78.0% |
| All | -93.1% | +752.9% | -845.9% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling