+640.3%
VEEV vs IOVA
+46.5%
+593.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -3.4% |
| 7D | -0.6% | +9.7% | -10.3% | -1.6% |
| 30D | +28.8% | +102.5% | -73.7% | +18.3% |
| 3M | +54.0% | +100.7% | -46.7% | +40.5% |
| 6M | +46.0% | +106.3% | -60.4% | +31.0% |
| YTD | +23.2% | +222.0% | -198.7% | +4.3% |
| 1Y | +1.9% | +299.5% | -297.7% | -17.1% |
| 3Y | +27.0% | +42.9% | -15.9% | +3.6% |
| 5Y | -13.4% | -65.0% | +51.6% | -22.3% |
| 10Y | +575.2% | +10.3% | +564.9% | +391.7% |
| All | +640.3% | +46.5% | +593.8% | +397.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling