-44.9%
IONS vs VEU
+17.0%
-61.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.6% | -1.6% |
| 7D | -10.6% | +0.2% | -10.8% | -10.7% |
| 30D | -7.7% | -2.1% | -5.6% | -6.8% |
| 3M | -27.1% | -2.7% | -24.4% | -26.2% |
| 6M | -46.8% | +3.2% | -50.0% | -47.9% |
| YTD | -49.2% | +12.6% | -61.8% | -52.9% |
| 1Y | -44.9% | +17.1% | -62.0% | -50.3% |
| All | -44.9% | +17.0% | -61.9% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling