+54.9%
OVV vs IOVA
+7.2%
+47.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | +1.2% | -7.0% | +8.2% | +1.8% |
| 30D | -2.5% | -44.4% | +41.9% | +1.6% |
| 3M | +0.5% | +24.7% | -24.2% | -3.8% |
| 6M | +8.5% | +118.6% | -110.2% | -3.1% |
| YTD | +64.5% | +196.3% | -131.9% | +39.7% |
| 1Y | +64.7% | +205.3% | -140.6% | +38.9% |
| 3Y | +54.1% | +103.8% | -49.6% | +21.1% |
| 5Y | +95.4% | -65.6% | +161.0% | +75.4% |
| 10Y | +54.9% | +6.4% | +48.5% | +29.0% |
| All | +54.9% | +7.2% | +47.8% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling