+30.1%
VIK vs IOVA
+259.8%
-229.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.7% | -4.5% | +1.0% |
| 7D | -0.9% | -2.2% | +1.2% | -0.9% |
| 30D | -18.4% | +27.6% | -46.0% | -19.2% |
| 3M | -8.8% | +117.2% | -125.9% | -12.8% |
| 6M | +17.1% | +77.7% | -60.5% | +12.2% |
| YTD | +19.0% | +215.0% | -196.0% | +11.0% |
| 1Y | +30.1% | +255.4% | -225.2% | +21.1% |
| All | +30.1% | +259.8% | -229.7% | +21.1% |
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