+55.2%
VALE vs IOVA
+259.8%
-204.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.7% | -6.0% | -0.4% |
| 7D | -0.3% | -2.2% | +1.9% | -0.2% |
| 30D | +8.6% | +27.6% | -19.0% | +8.1% |
| 3M | +2.0% | +117.2% | -115.2% | 0.0% |
| 6M | +2.1% | +77.7% | -75.6% | +0.3% |
| YTD | +20.2% | +215.0% | -194.8% | +16.4% |
| 1Y | +55.2% | +255.4% | -200.2% | +49.3% |
| All | +55.2% | +259.8% | -204.7% | +49.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling