+47.7%
IOVA vs VSAT
+209.7%
-162.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.0% | -4.0% | +0.2% |
| 7D | +9.7% | +11.8% | -2.1% | +7.6% |
| 30D | +102.5% | -7.0% | +109.6% | +104.9% |
| 3M | +100.7% | +3.3% | +97.4% | +97.0% |
| 6M | +106.3% | +57.4% | +48.9% | +87.5% |
| YTD | +222.0% | +118.6% | +103.4% | +175.2% |
| 1Y | +299.5% | +150.2% | +149.3% | +231.3% |
| All | +47.7% | +209.7% | -162.0% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling