+86.6%
IONS vs VEU
+155.6%
-69.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.6% |
| 7D | -8.7% | +0.3% | -9.0% | -8.9% |
| 30D | -1.6% | +0.7% | -2.3% | -2.2% |
| 3M | -24.9% | +4.7% | -29.6% | -28.3% |
| 6M | -25.7% | +11.6% | -37.3% | -33.4% |
| YTD | -29.2% | +16.8% | -46.0% | -39.1% |
| 1Y | -13.0% | +24.9% | -37.9% | -29.6% |
| 3Y | +35.9% | +75.7% | -39.8% | -20.0% |
| 5Y | +54.5% | +56.1% | -1.6% | +1.6% |
| All | +86.6% | +155.6% | -69.0% | -20.5% |
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