+228.7%
VTV vs IOVA
+9.7%
+219.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.7% | -4.9% | +0.4% |
| 7D | -1.1% | -2.2% | +1.1% | -1.0% |
| 30D | -1.0% | +27.6% | -28.6% | -2.5% |
| 3M | +4.6% | +117.2% | -112.5% | -0.6% |
| 6M | +13.5% | +77.7% | -64.2% | +8.5% |
| YTD | +18.5% | +215.0% | -196.5% | +8.9% |
| 1Y | +22.9% | +255.4% | -232.5% | +11.4% |
| 3Y | +67.8% | +42.6% | +25.2% | +51.2% |
| 5Y | +81.8% | -62.2% | +144.1% | +70.9% |
| All | +228.7% | +9.7% | +219.0% | +185.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling