+214.3%
VIAV vs IOVA
+244.9%
-30.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.1% | -4.2% |
| 7D | +11.2% | -6.4% | +17.6% | +11.8% |
| 30D | -2.6% | +25.4% | -28.0% | -4.9% |
| 3M | -20.1% | +115.3% | -135.5% | -26.3% |
| 6M | +25.8% | +56.5% | -30.7% | +17.7% |
| YTD | +109.9% | +198.2% | -88.3% | +84.8% |
| 1Y | +214.3% | +242.0% | -27.7% | +178.9% |
| All | +214.3% | +244.9% | -30.6% | +178.9% |
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