+67.8%
VTV vs IOVA
+41.0%
+26.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.2% |
| 7D | -0.7% | -2.2% | +1.5% | -0.6% |
| 30D | -0.5% | +31.7% | -32.2% | -1.6% |
| 3M | +5.3% | +117.3% | -112.0% | +1.7% |
| 6M | +12.9% | +55.8% | -43.0% | +10.0% |
| YTD | +18.5% | +208.8% | -190.3% | +11.8% |
| 1Y | +25.3% | +255.7% | -230.4% | +17.0% |
| All | +67.8% | +41.0% | +26.8% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling