+13.8%
VRT vs IOVA
+362.8%
-349.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -1.5% | -11.4% | -12.8% |
| 7D | -15.4% | -41.3% | +25.9% | -13.2% |
| 30D | -19.0% | -38.5% | +19.6% | -17.1% |
| 3M | -23.8% | +99.5% | -123.4% | -28.4% |
| 6M | -37.9% | +126.0% | -163.8% | -42.5% |
| YTD | +27.0% | +218.7% | -191.7% | +15.2% |
| 1Y | +13.8% | +378.0% | -364.2% | +5.1% |
| All | +13.8% | +362.8% | -349.0% | +5.1% |
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