+470.4%
VRTX vs IOVA
+0.8%
+469.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.9% |
| 7D | -1.6% | -3.5% | +1.9% | -1.3% |
| 30D | +8.0% | -45.4% | +53.4% | +12.6% |
| 3M | +4.3% | +19.0% | -14.7% | +0.4% |
| 6M | +18.9% | +112.0% | -93.1% | +6.8% |
| YTD | +18.8% | +184.2% | -165.4% | +2.3% |
| 1Y | +24.0% | +222.0% | -198.0% | +5.1% |
| 3Y | +42.1% | +92.6% | -50.4% | +14.2% |
| 5Y | +187.6% | -63.2% | +250.7% | +155.4% |
| All | +470.4% | +0.8% | +469.7% | +297.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling