+299.5%
IOVA price history and return analytics
+23.3%
+276.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.1% |
| 7D | +9.7% | +0.4% | +9.3% | +9.1% |
| 30D | +102.5% | +1.0% | +101.6% | +99.6% |
| 3M | +100.7% | +2.4% | +98.3% | +93.2% |
| 6M | +106.3% | +12.0% | +94.3% | +72.2% |
| YTD | +222.0% | +15.3% | +206.6% | +158.6% |
| 1Y | +299.5% | +22.6% | +277.0% | +175.0% |
| All | +299.5% | +23.3% | +276.2% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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