-38.8%
IONS vs VEU
+149.9%
-188.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.5% |
| 7D | -26.3% | +2.1% | -28.4% | -28.0% |
| 30D | -31.9% | -0.9% | -31.0% | -31.8% |
| 3M | -48.0% | -5.4% | -42.6% | -45.8% |
| 6M | -62.6% | -1.8% | -60.8% | -62.5% |
| YTD | -63.3% | +10.9% | -74.2% | -67.1% |
| 1Y | -58.4% | +13.6% | -72.0% | -63.6% |
| 3Y | -38.2% | +69.3% | -107.5% | -62.6% |
| 5Y | -11.1% | +48.1% | -59.2% | -39.2% |
| All | -38.8% | +149.9% | -188.7% | -74.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling