+92.6%
IOVA price history and return analytics
+74.0%
+18.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.3% |
| 7D | -3.5% | +2.4% | -5.8% | -8.1% |
| 30D | -45.4% | -1.5% | -43.9% | -43.0% |
| 3M | +19.0% | -4.1% | +23.1% | +30.7% |
| 6M | +112.0% | +0.6% | +111.5% | +108.4% |
| YTD | +184.2% | +11.0% | +173.2% | +124.9% |
| 1Y | +222.0% | +13.3% | +208.6% | +142.8% |
| 3Y | +92.6% | +73.4% | +19.2% | -70.3% |
| All | +92.6% | +74.0% | +18.5% | -70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling