+11.4%
VT vs IOVA
+255.8%
-244.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.6% | +0.1% |
| 7D | -2.3% | -5.2% | +2.9% | -2.2% |
| 30D | -5.0% | -37.8% | +32.8% | -4.1% |
| 3M | -4.9% | +29.5% | -34.3% | -6.1% |
| 6M | -1.5% | +96.6% | -98.1% | -4.6% |
| YTD | +8.5% | +194.5% | -186.0% | +3.1% |
| 1Y | +11.4% | +248.1% | -236.7% | +5.0% |
| All | +11.4% | +255.8% | -244.4% | +5.0% |
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 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