+302.0%
TRV vs IOVA
+9.7%
+292.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.7% | -3.6% | +1.9% |
| 7D | +1.9% | -2.2% | +4.1% | +2.0% |
| 30D | +1.7% | +27.6% | -25.9% | +0.8% |
| 3M | +23.9% | +117.2% | -93.3% | +20.1% |
| 6M | +26.3% | +77.7% | -51.4% | +22.8% |
| YTD | +30.8% | +215.0% | -184.2% | +24.2% |
| 1Y | +36.3% | +255.4% | -219.0% | +28.4% |
| 3Y | +145.0% | +42.6% | +102.4% | +130.4% |
| 5Y | +163.9% | -62.2% | +226.1% | +155.2% |
| All | +302.0% | +9.7% | +292.3% | +288.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling