+938.9%
VLO vs IOVA
+4.5%
+934.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.8% |
| 7D | +6.2% | -2.2% | +8.4% | +6.4% |
| 30D | +23.5% | +31.7% | -8.2% | +21.2% |
| 3M | +53.9% | +117.3% | -63.4% | +45.3% |
| 6M | +81.7% | +55.8% | +25.8% | +74.0% |
| YTD | +142.5% | +208.8% | -66.3% | +119.8% |
| 1Y | +145.4% | +255.7% | -110.3% | +118.7% |
| 3Y | +197.3% | +41.7% | +155.6% | +162.8% |
| 5Y | +614.6% | -64.9% | +679.5% | +572.5% |
| 10Y | +938.9% | +6.3% | +932.6% | +721.8% |
| All | +938.9% | +4.5% | +934.4% | +721.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling