+42.1%
VRTX vs IOVA
+99.0%
-56.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | -1.6% | -3.5% | +1.9% | -1.4% |
| 30D | +8.0% | -45.4% | +53.4% | +11.3% |
| 3M | +4.3% | +19.0% | -14.7% | +1.2% |
| 6M | +18.9% | +112.0% | -93.1% | +9.5% |
| YTD | +18.8% | +184.2% | -165.4% | +5.8% |
| 1Y | +24.0% | +222.0% | -198.0% | +9.2% |
| 3Y | +42.1% | +92.6% | -50.4% | +16.1% |
| All | +42.1% | +99.0% | -56.8% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling