+729.2%
VTI vs IOVA
-91.6%
+820.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.3% |
| 7D | +0.1% | +9.7% | -9.6% | -0.1% |
| 30D | 0.0% | +102.5% | -102.5% | -1.5% |
| 3M | +2.0% | +100.7% | -98.7% | +0.4% |
| 6M | +13.0% | +106.3% | -93.4% | +10.9% |
| YTD | +13.9% | +222.0% | -208.0% | +10.8% |
| 1Y | +20.0% | +299.5% | -279.5% | +15.9% |
| 3Y | +75.8% | +42.9% | +32.9% | +70.3% |
| 5Y | +73.8% | -65.0% | +138.8% | +70.2% |
| 10Y | +297.5% | +10.3% | +287.2% | +282.8% |
| All | +729.2% | -91.6% | +820.9% | +677.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling