+378.0%
IOVA vs VYM
+21.8%
+356.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -2.0% |
| 7D | -41.3% | +1.2% | -42.4% | -41.6% |
| 30D | -38.5% | +5.2% | -43.8% | -40.7% |
| 3M | +99.5% | +0.5% | +99.0% | +100.3% |
| 6M | +126.0% | +7.7% | +118.3% | +106.5% |
| YTD | +218.7% | +17.2% | +201.5% | +163.6% |
| 1Y | +378.0% | +21.7% | +356.4% | +257.1% |
| All | +378.0% | +21.8% | +356.2% | +257.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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