-92.6%
IOVA vs VSAT
+77.1%
-169.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +16.3% | -14.7% | -1.6% |
| 7D | +1.9% | +0.4% | +1.5% | +1.5% |
| 30D | -44.1% | +3.3% | -47.4% | -44.7% |
| 3M | +28.9% | -7.5% | +36.3% | +29.4% |
| 6M | +125.7% | +6.2% | +119.5% | +117.2% |
| YTD | +199.3% | +115.8% | +83.5% | +146.0% |
| 1Y | +255.2% | +107.7% | +147.5% | +193.6% |
| 3Y | +106.8% | +292.0% | -185.2% | +30.6% |
| 5Y | -67.1% | +35.3% | -102.4% | -76.0% |
| 10Y | +16.7% | -5.2% | +21.9% | -18.7% |
| All | -92.6% | +77.1% | -169.6% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling