+6.8%
VRT vs IOVA
+237.6%
-230.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.6% | +8.0% | +9.5% |
| 7D | -10.6% | +1.9% | -12.5% | -10.5% |
| 30D | -17.4% | -44.1% | +26.7% | -14.2% |
| 3M | -26.4% | +28.9% | -55.3% | -29.1% |
| 6M | -41.0% | +125.7% | -166.7% | -47.0% |
| YTD | +23.8% | +199.3% | -175.4% | +6.9% |
| All | +6.8% | +237.6% | -230.8% | -8.2% |
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