+75.3%
VIAV vs IOVA
+362.8%
-287.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -2.1% |
| 7D | -14.7% | -41.3% | +26.5% | -11.1% |
| 30D | -37.4% | -38.5% | +1.1% | -34.9% |
| 3M | -27.1% | +99.5% | -126.7% | -32.4% |
| 6M | -44.0% | +126.0% | -170.0% | -48.6% |
| YTD | +64.9% | +218.7% | -153.8% | +44.8% |
| 1Y | +75.3% | +378.0% | -302.7% | +48.5% |
| All | +75.3% | +362.8% | -287.5% | +48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling