+53.7%
VEA vs IOVA
-66.8%
+120.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.7% | +5.0% | -0.4% |
| 7D | +1.8% | -1.4% | +3.2% | +1.9% |
| 30D | -0.9% | -47.4% | +46.5% | +1.7% |
| 3M | -5.0% | +13.2% | -18.3% | -6.7% |
| 6M | 0.0% | +114.3% | -114.3% | -5.8% |
| YTD | +12.2% | +179.5% | -167.3% | +3.4% |
| 1Y | +14.7% | +200.4% | -185.7% | +5.1% |
| 3Y | +73.2% | +92.2% | -19.0% | +53.7% |
| 5Y | +53.7% | -63.8% | +117.5% | +45.3% |
| All | +53.7% | -66.8% | +120.5% | +45.3% |
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 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