+6.3%
IOVA vs VSAT
-3.0%
+9.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.9% | +3.8% | -1.6% |
| 7D | -2.2% | +3.5% | -5.7% | -3.0% |
| 30D | +31.7% | -14.7% | +46.4% | +36.2% |
| 3M | +117.3% | +13.2% | +104.1% | +107.4% |
| 6M | +55.8% | +57.4% | -1.6% | +37.0% |
| YTD | +208.8% | +110.0% | +98.8% | +151.0% |
| 1Y | +255.7% | +134.4% | +121.3% | +178.6% |
| 3Y | +41.7% | +203.5% | -161.8% | -11.3% |
| 5Y | -64.9% | +47.1% | -112.0% | -76.3% |
| 10Y | +6.3% | +0.4% | +5.9% | -28.2% |
| All | +6.3% | -3.0% | +9.3% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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