+184.1%
VRTX vs IOVA
-64.9%
+249.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.0% |
| 3M | +23.6% | +100.7% | -77.1% | +17.0% |
| 6M | +14.3% | +106.3% | -92.1% | +7.2% |
| YTD | +20.5% | +222.0% | -201.5% | +9.2% |
| 1Y | +37.6% | +299.5% | -262.0% | +22.2% |
| 3Y | +55.5% | +42.9% | +12.6% | +38.4% |
| All | +184.1% | -64.9% | +249.0% | +159.0% |
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 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