+132.6%
VIAV vs IOVA
-66.4%
+199.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.1% | -4.3% |
| 7D | +11.2% | -6.4% | +17.6% | +11.8% |
| 30D | -2.6% | +25.4% | -28.0% | -4.5% |
| 3M | -20.1% | +115.3% | -135.5% | -25.4% |
| 6M | +25.8% | +56.5% | -30.7% | +19.5% |
| YTD | +109.9% | +198.2% | -88.3% | +88.9% |
| 1Y | +214.3% | +242.0% | -27.7% | +178.5% |
| 3Y | +281.6% | +36.8% | +244.8% | +233.4% |
| 5Y | +132.6% | -64.3% | +196.8% | +111.0% |
| All | +132.6% | -66.4% | +199.0% | +111.0% |
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