+9.7%
IOVA price history and return analytics
+224.7%
-215.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | +5.1% | +1.0% | +4.1% | +3.5% |
| 30D | +37.2% | -0.2% | +37.5% | +37.6% |
| 3M | +117.5% | +4.5% | +113.0% | +101.8% |
| 6M | +69.6% | +14.1% | +55.5% | +38.4% |
| YTD | +218.7% | +14.8% | +203.9% | +157.6% |
| 1Y | +265.5% | +21.2% | +244.4% | +172.5% |
| 3Y | +46.2% | +76.6% | -30.4% | -33.9% |
| 5Y | -63.2% | +66.6% | -129.8% | -81.9% |
| All | +9.7% | +224.7% | -215.0% | -80.6% |
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