-63.2%
IOVA vs VSAT
+53.4%
-116.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.2% | -4.3% | -1.6% |
| 7D | +5.1% | +17.3% | -12.2% | +2.3% |
| 30D | +37.2% | -3.3% | +40.5% | +37.8% |
| 3M | +117.5% | +18.7% | +98.8% | +108.8% |
| 6M | +69.6% | +77.6% | -8.0% | +52.0% |
| YTD | +218.7% | +125.6% | +93.1% | +172.8% |
| 1Y | +265.5% | +158.3% | +107.2% | +204.1% |
| 3Y | +46.2% | +226.1% | -179.9% | +4.1% |
| 5Y | -63.2% | +54.7% | -117.9% | -71.8% |
| All | -63.2% | +53.4% | -116.7% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling