+184.6%
VRTX vs IOVA
-67.9%
+252.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.0% | +0.6% |
| 7D | -2.1% | -5.2% | +3.1% | -1.9% |
| 30D | +8.2% | -37.8% | +46.0% | +10.4% |
| 3M | +13.0% | +29.5% | -16.4% | +9.5% |
| 6M | +27.9% | +96.6% | -68.6% | +19.3% |
| YTD | +20.7% | +194.5% | -173.8% | +8.5% |
| 1Y | +31.4% | +248.1% | -216.6% | +16.6% |
| 3Y | +41.8% | +86.1% | -44.3% | +23.2% |
| All | +184.6% | -67.9% | +252.5% | +146.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling