+654.4%
VRT vs IOVA
-63.3%
+717.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -3.8% |
| 7D | +10.5% | -3.5% | +14.0% | +10.9% |
| 30D | -9.3% | -45.4% | +36.1% | -3.8% |
| 3M | -29.6% | +19.0% | -48.6% | -32.5% |
| 6M | -45.4% | +112.0% | -157.4% | -52.2% |
| YTD | +24.8% | +184.2% | -159.4% | +3.5% |
| 1Y | +23.6% | +222.0% | -198.4% | +0.5% |
| 3Y | +379.7% | +92.6% | +287.1% | +248.1% |
| All | +654.4% | -63.3% | +717.7% | +561.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling