-0.9%
VCIT vs IOVA
+235.7%
-236.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.5% | -7.0% | +6.5% | -0.5% |
| 30D | +1.5% | -44.4% | +45.9% | +1.6% |
| 3M | -1.0% | +24.7% | -25.6% | -1.3% |
| 6M | -1.7% | +118.6% | -120.3% | -2.5% |
| YTD | -1.4% | +196.3% | -197.7% | -2.1% |
| 1Y | -0.9% | +205.3% | -206.2% | -1.7% |
| All | -0.9% | +235.7% | -236.6% | -1.7% |
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 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