+78.9%
VOO vs IOVA
+50.0%
+28.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.5% |
| 7D | +0.5% | +5.1% | -4.5% | +0.3% |
| 30D | -0.9% | +37.2% | -38.2% | -2.3% |
| 3M | +3.9% | +117.5% | -113.6% | 0.0% |
| 6M | +14.5% | +69.6% | -55.1% | +11.0% |
| YTD | +13.0% | +218.7% | -205.7% | +6.0% |
| 1Y | +19.4% | +265.5% | -246.1% | +10.9% |
| 3Y | +78.9% | +46.2% | +32.7% | +62.0% |
| All | +78.9% | +50.0% | +28.9% | +62.0% |
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 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