+411.6%
ROIV vs IOVA
-67.9%
+479.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.9% | +2.3% | +5.6% |
| 7D | +5.3% | -5.2% | +10.5% | +6.0% |
| 30D | +11.9% | -37.8% | +49.7% | +17.5% |
| 3M | +10.7% | +29.5% | -18.8% | +2.8% |
| 6M | +34.9% | +96.6% | -61.7% | +14.4% |
| YTD | +79.2% | +194.5% | -115.3% | +39.5% |
| 1Y | +89.0% | +248.1% | -159.0% | +42.3% |
| 3Y | +337.3% | +86.1% | +251.2% | +202.9% |
| All | +411.6% | -67.9% | +479.5% | +286.8% |
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