+244.7%
IOVA vs VT
+13.0%
+231.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -2.3% |
| 7D | +1.9% | +0.4% | +1.5% | +1.9% |
| 30D | -44.1% | -2.6% | -41.5% | -41.4% |
| 3M | +28.9% | -3.2% | +32.1% | +36.3% |
| 6M | +125.7% | +0.9% | +124.7% | +122.9% |
| YTD | +199.3% | +11.3% | +188.0% | +156.4% |
| All | +244.7% | +13.0% | +231.7% | +191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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