-13.0%
IONS vs VIG
+12.7%
-25.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -4.3% | -2.2% | -2.0% | -2.4% |
| 30D | +0.4% | -3.2% | +3.6% | +3.3% |
| 3M | -24.1% | +3.0% | -27.1% | -26.2% |
| 6M | -26.4% | +8.1% | -34.6% | -32.0% |
| YTD | -29.7% | +9.1% | -38.7% | -35.4% |
| 1Y | -13.0% | +12.6% | -25.6% | -22.5% |
| All | -13.0% | +12.7% | -25.8% | -22.5% |
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