+378.0%
IOVA vs VSXY
+210.1%
+167.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.4% | -9.8% | -1.8% |
| 7D | -41.3% | +14.2% | -55.5% | -41.6% |
| 30D | -38.5% | +21.9% | -60.4% | -39.0% |
| 3M | +99.5% | +22.1% | +77.4% | +97.5% |
| 6M | +126.0% | +116.7% | +9.3% | +120.9% |
| YTD | +218.7% | +101.1% | +117.6% | +209.3% |
| 1Y | +378.0% | +208.0% | +170.0% | +442.5% |
| All | +378.0% | +210.1% | +167.9% | +442.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling