+1,740.6%
VRT vs IOVA
-41.3%
+1,781.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.9% | -0.4% | +3.0% |
| 7D | -21.4% | -5.2% | -16.2% | -20.8% |
| 30D | -25.8% | -37.8% | +12.0% | -22.8% |
| 3M | -33.5% | +29.5% | -63.0% | -36.6% |
| 6M | -49.0% | +96.6% | -145.6% | -54.4% |
| YTD | +12.9% | +194.5% | -181.6% | -4.7% |
| 1Y | 0.0% | +248.1% | -248.0% | -17.5% |
| 3Y | +361.8% | +86.1% | +275.7% | +262.0% |
| 5Y | +565.1% | -67.8% | +633.0% | +490.7% |
| All | +1,740.6% | -41.3% | +1,781.9% | +1,509.4% |
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