+157.6%
TRV vs IOVA
-66.4%
+224.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.3% |
| 7D | -1.8% | -6.4% | +4.6% | -1.7% |
| 30D | -2.1% | +25.4% | -27.6% | -2.6% |
| 3M | +21.2% | +115.3% | -94.2% | +19.1% |
| 6M | +22.0% | +56.5% | -34.5% | +20.5% |
| YTD | +27.7% | +198.2% | -170.5% | +24.2% |
| 1Y | +36.6% | +242.0% | -205.5% | +32.2% |
| 3Y | +141.1% | +36.8% | +104.3% | +135.1% |
| 5Y | +157.6% | -64.3% | +221.9% | +154.9% |
| All | +157.6% | -66.4% | +224.1% | +154.9% |
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