+491.5%
IONS vs VEU
+192.1%
+299.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.5% |
| 7D | -4.8% | +1.1% | -6.0% | -5.8% |
| 30D | +7.2% | +2.2% | +5.0% | +5.2% |
| 3M | -22.7% | +3.0% | -25.7% | -25.1% |
| 6M | -26.9% | +10.9% | -37.7% | -33.7% |
| YTD | -26.6% | +18.2% | -44.8% | -37.0% |
| 1Y | -2.1% | +28.3% | -30.4% | -21.7% |
| 3Y | +43.4% | +74.6% | -31.2% | -11.9% |
| 5Y | +47.0% | +56.4% | -9.4% | -1.2% |
| 10Y | +97.2% | +153.0% | -55.8% | -11.1% |
| All | +491.5% | +192.1% | +299.4% | +131.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling