+29.9%
VNQ vs IOVA
+36.1%
-6.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.6% | -0.7% |
| 7D | -2.6% | -6.4% | +3.8% | -2.3% |
| 30D | -2.3% | +25.4% | -27.8% | -3.5% |
| 3M | -2.8% | +115.3% | -118.1% | -7.1% |
| 6M | +2.5% | +56.5% | -54.0% | -0.9% |
| YTD | +8.4% | +198.2% | -189.7% | +0.7% |
| 1Y | +6.8% | +242.0% | -235.3% | -2.1% |
| All | +29.9% | +36.1% | -6.2% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling