+53.4%
IONS vs VEU
+56.3%
-2.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.1% |
| 7D | -5.3% | +1.7% | -7.0% | -6.5% |
| 30D | +0.3% | +1.0% | -0.7% | -0.5% |
| 3M | -22.9% | +5.6% | -28.5% | -26.4% |
| 6M | -23.4% | +13.7% | -37.1% | -31.4% |
| YTD | -28.3% | +17.7% | -46.0% | -37.6% |
| 1Y | -7.0% | +25.8% | -32.8% | -23.5% |
| 3Y | +37.6% | +77.1% | -39.5% | -15.5% |
| 5Y | +53.4% | +57.1% | -3.8% | +12.2% |
| All | +53.4% | +56.3% | -2.9% | +12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling