+36.0%
VIK vs IOVA
+299.5%
-263.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | +0.2% |
| 7D | -3.0% | +9.7% | -12.8% | -3.3% |
| 30D | -20.7% | +102.5% | -123.3% | -23.4% |
| 3M | -4.6% | +100.7% | -105.3% | -8.2% |
| 6M | +14.0% | +106.3% | -92.4% | +9.1% |
| YTD | +20.2% | +222.0% | -201.8% | +12.5% |
| 1Y | +36.0% | +299.5% | -263.5% | +26.1% |
| All | +36.0% | +299.5% | -263.5% | +26.1% |
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