-92.7%
IOVA vs VSAT
+78.2%
-170.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | -8.5% | -0.5% | -8.0% | -8.7% |
| 30D | -44.7% | +4.0% | -48.7% | -45.4% |
| 3M | +26.2% | -11.8% | +38.0% | +28.0% |
| 6M | +123.2% | +6.9% | +116.3% | +114.6% |
| YTD | +196.0% | +117.2% | +78.7% | +143.0% |
| 1Y | +240.9% | +102.4% | +138.5% | +183.1% |
| 3Y | +103.5% | +295.5% | -191.9% | +28.2% |
| 5Y | -65.5% | +37.0% | -102.5% | -74.9% |
| 10Y | +7.0% | -6.0% | +13.1% | -25.5% |
| All | -92.7% | +78.2% | -170.9% | -93.4% |
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 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