+59.7%
VIK vs IOVA
+362.8%
-303.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.7% | +6.2% |
| 7D | +5.4% | -41.3% | +46.7% | +5.8% |
| 30D | +12.5% | -38.5% | +51.0% | +12.8% |
| 3M | -15.2% | +99.5% | -114.7% | -18.3% |
| 6M | +15.4% | +126.0% | -110.6% | +9.7% |
| YTD | +27.7% | +218.7% | -191.0% | +20.3% |
| 1Y | +59.7% | +378.0% | -318.3% | +51.8% |
| All | +59.7% | +362.8% | -303.0% | +51.8% |
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