+344.9%
TRV vs IOVA
+0.8%
+344.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | +2.0% | -3.5% | +5.5% | +2.1% |
| 30D | +6.7% | -45.4% | +52.1% | +8.3% |
| 3M | +9.4% | +19.0% | -9.7% | +7.9% |
| 6M | +37.7% | +112.0% | -74.3% | +32.5% |
| YTD | +40.6% | +184.2% | -143.7% | +33.1% |
| 1Y | +42.4% | +222.0% | -179.6% | +34.0% |
| 3Y | +148.1% | +92.6% | +55.6% | +129.5% |
| 5Y | +181.7% | -63.2% | +244.9% | +170.6% |
| All | +344.9% | +0.8% | +344.1% | +324.7% |
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