+255.4%
IOVA vs VYM
+18.4%
+236.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.7% | +5.0% | +4.7% |
| 7D | -2.2% | -0.8% | -1.4% | -1.0% |
| 30D | +27.6% | -2.2% | +29.8% | +31.5% |
| 3M | +117.2% | +3.1% | +114.1% | +103.7% |
| 6M | +77.7% | +9.7% | +68.0% | +50.1% |
| YTD | +215.0% | +14.9% | +200.1% | +142.2% |
| 1Y | +255.4% | +17.6% | +237.8% | +164.6% |
| All | +255.4% | +18.4% | +236.9% | +164.6% |
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