+64.6%
VTI vs IOVA
-63.3%
+127.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.5% |
| 7D | +2.5% | -3.5% | +6.0% | +2.7% |
| 30D | -1.5% | -45.4% | +43.9% | +1.1% |
| 3M | -3.2% | +19.0% | -22.2% | -5.2% |
| 6M | +2.3% | +112.0% | -109.7% | -4.0% |
| YTD | +11.6% | +184.2% | -172.6% | +1.9% |
| 1Y | +13.8% | +222.0% | -208.2% | +2.8% |
| 3Y | +77.4% | +92.6% | -15.1% | +54.2% |
| All | +64.6% | -63.3% | +127.8% | +54.0% |
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