+17.5%
VOO vs IOVA
+244.9%
-227.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.5% |
| 7D | -2.0% | -6.4% | +4.5% | -1.8% |
| 30D | -1.7% | +25.4% | -27.1% | -2.2% |
| 3M | +4.7% | +115.3% | -110.6% | +2.3% |
| 6M | +12.6% | +56.5% | -44.0% | +10.5% |
| YTD | +11.8% | +198.2% | -186.4% | +7.6% |
| 1Y | +17.5% | +242.0% | -224.5% | +14.0% |
| All | +17.5% | +244.9% | -227.4% | +14.0% |
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