+583.5%
RVMD vs IOVA
-66.4%
+650.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.4% | -1.4% |
| 7D | -3.6% | -6.4% | +2.9% | -2.4% |
| 30D | -1.1% | +25.4% | -26.5% | -5.8% |
| 3M | +41.0% | +115.3% | -74.3% | +17.9% |
| 6M | +105.7% | +56.5% | +49.2% | +79.9% |
| YTD | +155.3% | +198.2% | -42.9% | +90.0% |
| 1Y | +402.7% | +242.0% | +160.7% | +256.0% |
| 3Y | +533.1% | +36.8% | +496.3% | +321.0% |
| 5Y | +583.5% | -64.3% | +647.8% | +482.6% |
| All | +583.5% | -66.4% | +650.0% | +482.6% |
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