+135.1%
VGT vs IOVA
-66.4%
+201.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.8% |
| 7D | -1.0% | -6.4% | +5.4% | -0.6% |
| 30D | -0.4% | +25.4% | -25.9% | -2.2% |
| 3M | +6.6% | +115.3% | -108.7% | -0.3% |
| 6M | +31.0% | +56.5% | -25.5% | +24.7% |
| YTD | +27.2% | +198.2% | -170.9% | +14.4% |
| 1Y | +34.5% | +242.0% | -207.6% | +18.7% |
| 3Y | +123.1% | +36.8% | +86.3% | +94.8% |
| 5Y | +135.1% | -64.3% | +199.3% | +117.0% |
| All | +135.1% | -66.4% | +201.5% | +117.0% |
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