+181.6%
TRV vs IOVA
-66.8%
+248.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.7% | +6.6% | +1.0% |
| 7D | +0.1% | -1.4% | +1.5% | +0.1% |
| 30D | +8.0% | -47.4% | +55.4% | +8.8% |
| 3M | +9.3% | +13.2% | -3.9% | +8.5% |
| 6M | +36.2% | +114.3% | -78.1% | +33.4% |
| YTD | +40.6% | +179.5% | -138.9% | +36.5% |
| 1Y | +43.1% | +200.4% | -157.3% | +38.6% |
| 3Y | +149.6% | +92.2% | +57.4% | +142.7% |
| 5Y | +181.6% | -63.8% | +245.4% | +173.8% |
| All | +181.6% | -66.8% | +248.5% | +173.8% |
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