+88.0%
VTR vs IOVA
-64.1%
+152.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.4% |
| 7D | -2.9% | -2.2% | -0.7% | -2.8% |
| 30D | -2.8% | +31.7% | -34.5% | -4.0% |
| 3M | +9.0% | +117.3% | -108.3% | +4.9% |
| 6M | +5.0% | +55.8% | -50.9% | +2.1% |
| YTD | +16.9% | +208.8% | -191.9% | +9.8% |
| 1Y | +34.3% | +255.7% | -221.4% | +24.7% |
| 3Y | +131.6% | +41.7% | +89.9% | +112.2% |
| 5Y | +88.0% | -64.9% | +152.9% | +76.9% |
| All | +88.0% | -64.1% | +152.1% | +76.9% |
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 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