-44.9%
IONS vs VIG
+19.5%
-64.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -2.8% |
| 7D | -10.6% | +2.7% | -13.3% | -13.1% |
| 30D | -7.7% | +7.0% | -14.7% | -14.0% |
| 3M | -27.1% | +4.0% | -31.1% | -30.2% |
| 6M | -46.8% | +12.3% | -59.1% | -52.7% |
| YTD | -49.2% | +16.4% | -65.6% | -56.7% |
| 1Y | -44.9% | +19.2% | -64.1% | -54.7% |
| All | -44.9% | +19.5% | -64.4% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling