+85.4%
IONS vs VEU
+152.3%
-67.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | +0.4% |
| 7D | -4.3% | -1.9% | -2.3% | -2.7% |
| 30D | +0.4% | -0.7% | +1.1% | +1.0% |
| 3M | -24.1% | +4.9% | -29.0% | -27.6% |
| 6M | -26.4% | +9.8% | -36.3% | -33.1% |
| YTD | -29.7% | +15.3% | -45.0% | -38.8% |
| 1Y | -13.0% | +23.0% | -36.1% | -28.8% |
| 3Y | +35.0% | +73.5% | -38.5% | -19.6% |
| 5Y | +54.2% | +54.5% | -0.3% | +2.3% |
| All | +85.4% | +152.3% | -67.0% | -20.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling