+753.5%
VOO vs IOVA
-92.6%
+846.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.4% |
| 7D | +2.6% | -3.5% | +6.1% | +2.6% |
| 30D | -2.0% | -45.4% | +43.4% | -1.1% |
| 3M | -2.8% | +19.0% | -21.8% | -3.4% |
| 6M | +2.2% | +112.0% | -109.9% | +0.2% |
| YTD | +11.5% | +184.2% | -172.7% | +8.6% |
| 1Y | +13.5% | +222.0% | -208.5% | +10.2% |
| 3Y | +78.1% | +92.6% | -14.5% | +71.9% |
| 5Y | +73.1% | -63.2% | +136.3% | +69.3% |
| 10Y | +310.7% | +2.1% | +308.6% | +296.3% |
| All | +753.5% | -92.6% | +846.1% | +702.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling