-67.1%
IOVA price history and return analytics
+57.4%
-124.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -2.9% |
| 7D | +1.9% | +0.4% | +1.5% | +1.5% |
| 30D | -44.1% | -2.6% | -41.5% | -41.0% |
| 3M | +28.9% | -3.2% | +32.1% | +37.3% |
| 6M | +125.7% | +0.9% | +124.7% | +122.1% |
| YTD | +199.3% | +11.3% | +188.0% | +149.3% |
| 1Y | +255.2% | +14.0% | +241.2% | +184.2% |
| 3Y | +106.8% | +75.8% | +31.0% | -13.4% |
| 5Y | -67.1% | +57.8% | -124.9% | -83.0% |
| All | -67.1% | +57.4% | -124.4% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling