+7.0%
IOVA price history and return analytics
+217.6%
-210.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.4% |
| 7D | -8.5% | -0.1% | -8.4% | -8.0% |
| 30D | -44.7% | -3.1% | -41.7% | -41.5% |
| 3M | +26.2% | -3.5% | +29.7% | +34.3% |
| 6M | +123.2% | +0.5% | +122.7% | +122.1% |
| YTD | +196.0% | +10.8% | +185.2% | +154.7% |
| 1Y | +240.9% | +11.9% | +229.0% | +189.4% |
| 3Y | +103.5% | +73.0% | +30.6% | -4.0% |
| 5Y | -65.5% | +58.6% | -124.1% | -81.5% |
| 10Y | +7.0% | +219.2% | -212.2% | -78.7% |
| All | +7.0% | +217.6% | -210.6% | -78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling