+235.9%
ROIV vs IOVA
-81.2%
+317.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | +0.6% | +9.7% | -9.1% | -0.7% |
| 30D | +1.0% | +102.5% | -101.6% | -9.8% |
| 3M | +18.3% | +100.7% | -82.4% | +5.0% |
| 6M | +18.3% | +106.3% | -88.0% | +3.1% |
| YTD | +61.0% | +222.0% | -161.0% | +30.3% |
| 1Y | +177.9% | +299.5% | -121.7% | +114.6% |
| 3Y | +199.1% | +42.9% | +156.1% | +133.2% |
| 5Y | +250.7% | -65.0% | +315.7% | +192.8% |
| All | +235.9% | -81.2% | +317.0% | +185.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling