+435.2%
ROIV vs IOVA
-65.6%
+500.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +9.5% | -7.0% | +16.5% | +10.6% |
| 30D | +21.0% | -44.4% | +65.4% | +29.2% |
| 3M | +18.7% | +24.7% | -5.9% | +10.9% |
| 6M | +44.5% | +118.6% | -74.1% | +20.8% |
| YTD | +92.9% | +196.3% | -103.5% | +50.2% |
| 1Y | +100.2% | +205.3% | -105.0% | +54.4% |
| 3Y | +375.0% | +103.8% | +271.2% | +223.5% |
| 5Y | +435.2% | -65.6% | +500.7% | +299.1% |
| All | +435.2% | -65.6% | +500.8% | +299.1% |
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