+60.9%
VEA vs IOVA
-64.1%
+125.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.7% |
| 7D | +0.3% | -2.2% | +2.5% | +0.4% |
| 30D | +0.4% | +31.7% | -31.3% | -1.1% |
| 3M | +4.8% | +117.3% | -112.5% | -0.1% |
| 6M | +11.3% | +55.8% | -44.6% | +7.4% |
| YTD | +17.4% | +208.8% | -191.4% | +8.6% |
| 1Y | +26.2% | +255.7% | -229.5% | +15.3% |
| 3Y | +77.7% | +41.7% | +36.1% | +61.6% |
| 5Y | +60.9% | -64.9% | +125.8% | +51.6% |
| All | +60.9% | -64.1% | +125.1% | +51.6% |
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