+389.2%
ROIV vs IOVA
-63.3%
+452.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.4% |
| 7D | +1.7% | -3.5% | +5.2% | +2.2% |
| 30D | +17.6% | -45.4% | +63.0% | +26.0% |
| 3M | +9.0% | +19.0% | -10.1% | +2.4% |
| 6M | +35.3% | +112.0% | -76.7% | +13.3% |
| YTD | +82.2% | +184.2% | -102.1% | +42.3% |
| 1Y | +92.3% | +222.0% | -129.7% | +46.5% |
| 3Y | +336.8% | +92.6% | +244.2% | +198.0% |
| All | +389.2% | -63.3% | +452.5% | +303.6% |
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