+10.1%
VT vs IOVA
+323.0%
-312.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -11.0% | +7.0% | -3.8% |
| 7D | -4.2% | -19.0% | +14.9% | -3.7% |
| 30D | -5.8% | -40.3% | +34.5% | -5.0% |
| 3M | -5.2% | +78.3% | -83.6% | -7.1% |
| 6M | +0.1% | +94.5% | -94.3% | -2.4% |
| YTD | +8.2% | +183.5% | -175.3% | +4.5% |
| 1Y | +10.1% | +327.6% | -317.5% | +5.9% |
| All | +10.1% | +323.0% | -312.8% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling