+1,699.4%
VGT vs IOVA
-92.7%
+1,792.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.7% | +5.1% | -0.4% |
| 7D | +5.6% | -1.4% | +7.1% | +5.7% |
| 30D | -10.6% | -47.4% | +36.8% | -9.4% |
| 3M | -6.9% | +13.2% | -20.1% | -7.5% |
| 6M | +0.9% | +114.3% | -113.4% | -1.6% |
| YTD | +20.4% | +179.5% | -159.1% | +16.3% |
| 1Y | +17.4% | +200.4% | -183.0% | +13.1% |
| 3Y | +106.3% | +92.2% | +14.1% | +97.0% |
| 5Y | +107.9% | -63.8% | +171.7% | +102.3% |
| 10Y | +730.9% | +0.4% | +730.5% | +695.7% |
| All | +1,699.4% | -92.7% | +1,792.1% | +1,589.4% |
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