+456.3%
VRTX vs IOVA
+4.5%
+451.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.2% |
| 7D | -6.4% | -2.2% | -4.2% | -6.2% |
| 30D | -0.5% | +31.7% | -32.3% | -3.4% |
| 3M | +16.9% | +117.3% | -100.4% | +6.8% |
| 6M | +13.1% | +55.8% | -42.7% | +5.8% |
| YTD | +14.9% | +208.8% | -193.8% | -0.5% |
| 1Y | +31.4% | +255.7% | -224.3% | +11.0% |
| 3Y | +51.9% | +41.7% | +10.2% | +26.7% |
| 5Y | +177.1% | -64.9% | +242.0% | +151.4% |
| 10Y | +456.3% | +6.3% | +450.0% | +267.7% |
| All | +456.3% | +4.5% | +451.8% | +267.7% |
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