+402.7%
RVMD vs IOVA
+244.9%
+157.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.4% | -1.9% |
| 7D | -3.6% | -6.4% | +2.9% | -3.2% |
| 30D | -1.1% | +25.4% | -26.5% | -2.6% |
| 3M | +41.0% | +115.3% | -74.3% | +33.1% |
| 6M | +105.7% | +56.5% | +49.2% | +98.8% |
| YTD | +155.3% | +198.2% | -42.9% | +128.5% |
| 1Y | +402.7% | +242.0% | +160.7% | +350.6% |
| All | +402.7% | +244.9% | +157.8% | +350.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling