+25.2%
VZ vs IOVA
+362.8%
-337.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.5% | +2.0% |
| 7D | +6.9% | -41.3% | +48.2% | +6.2% |
| 30D | +2.3% | -38.5% | +40.8% | +1.7% |
| 3M | 0.0% | +99.5% | -99.5% | -0.5% |
| 6M | +0.2% | +126.0% | -125.7% | -0.3% |
| YTD | +20.9% | +218.7% | -197.8% | +21.2% |
| 1Y | +25.2% | +378.0% | -352.8% | +24.8% |
| All | +25.2% | +362.8% | -337.5% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling