-14.8%
VEEV vs IOVA
-64.1%
+49.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.3% |
| 7D | -7.1% | -2.2% | -4.9% | -6.9% |
| 30D | +11.1% | +31.7% | -20.6% | +8.5% |
| 3M | +55.5% | +117.3% | -61.7% | +44.0% |
| 6M | +33.4% | +55.8% | -22.5% | +26.2% |
| YTD | +16.8% | +208.8% | -192.0% | +3.0% |
| 1Y | -7.7% | +255.7% | -263.4% | -20.5% |
| 3Y | +18.4% | +41.7% | -23.3% | 0.0% |
| 5Y | -14.8% | -64.9% | +50.1% | -22.8% |
| All | -14.8% | -64.1% | +49.3% | -22.8% |
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