+80.5%
VTV vs IOVA
-66.4%
+147.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.6% |
| 7D | -2.1% | -6.4% | +4.4% | -1.8% |
| 30D | -1.3% | +25.4% | -26.8% | -2.3% |
| 3M | +5.6% | +115.3% | -109.7% | +1.8% |
| 6M | +12.4% | +56.5% | -44.1% | +9.3% |
| YTD | +17.6% | +198.2% | -180.5% | +10.9% |
| 1Y | +23.5% | +242.0% | -218.5% | +15.2% |
| 3Y | +67.0% | +36.8% | +30.2% | +55.1% |
| 5Y | +80.5% | -64.3% | +144.8% | +72.1% |
| All | +80.5% | -66.4% | +147.0% | +72.1% |
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