+58.8%
VRTX vs IOVA
+49.0%
+9.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.2% | -2.2% |
| 7D | +0.8% | +9.7% | -8.9% | +0.2% |
| 30D | +12.6% | +102.5% | -89.9% | +6.7% |
| 3M | +23.6% | +100.7% | -77.1% | +16.7% |
| 6M | +14.3% | +106.3% | -92.1% | +6.8% |
| YTD | +20.5% | +222.0% | -201.5% | +8.5% |
| 1Y | +37.6% | +299.5% | -262.0% | +21.2% |
| All | +58.8% | +49.0% | +9.8% | +36.1% |
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