+139.0%
VRT vs IOVA
+250.8%
-111.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +3.7% |
| 7D | +13.6% | +5.1% | +8.5% | +13.2% |
| 30D | +6.8% | +37.2% | -30.5% | +4.2% |
| 3M | -3.2% | +117.5% | -120.7% | -9.8% |
| 6M | +20.3% | +69.6% | -49.2% | +12.9% |
| YTD | +79.6% | +218.7% | -139.1% | +60.9% |
| 1Y | +139.0% | +265.5% | -126.5% | +124.9% |
| All | +139.0% | +250.8% | -111.8% | +124.9% |
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