+95.4%
OVV vs IOVA
-65.6%
+161.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | +1.2% | -7.0% | +8.2% | +1.6% |
| 30D | -2.5% | -44.4% | +41.9% | -0.4% |
| 3M | +0.5% | +24.7% | -24.2% | -2.0% |
| 6M | +8.5% | +118.6% | -110.2% | +1.9% |
| YTD | +64.5% | +196.3% | -131.9% | +50.1% |
| 1Y | +64.7% | +205.3% | -140.6% | +49.7% |
| 3Y | +54.1% | +103.8% | -49.6% | +36.5% |
| 5Y | +95.4% | -65.6% | +161.0% | +101.7% |
| All | +95.4% | -65.6% | +161.0% | +101.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling