+2.8%
IOVA price history and return analytics
+221.8%
-219.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.2% |
| 7D | -3.5% | +2.4% | -5.8% | -6.9% |
| 30D | -45.4% | -1.5% | -43.9% | -43.6% |
| 3M | +19.0% | -4.1% | +23.1% | +27.9% |
| 6M | +112.0% | +0.6% | +111.5% | +110.6% |
| YTD | +184.2% | +11.0% | +173.2% | +143.8% |
| 1Y | +222.0% | +13.3% | +208.6% | +167.6% |
| 3Y | +92.6% | +73.4% | +19.2% | -9.5% |
| 5Y | -63.2% | +57.4% | -120.6% | -80.1% |
| All | +2.8% | +221.8% | -219.0% | -79.8% |
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