+54.5%
IONS vs VIG
+62.2%
-7.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | -8.7% | -1.2% | -7.5% | -7.7% |
| 30D | -1.6% | -2.8% | +1.2% | +1.0% |
| 3M | -24.9% | +2.5% | -27.4% | -26.6% |
| 6M | -25.7% | +8.1% | -33.8% | -30.8% |
| YTD | -29.2% | +9.6% | -38.7% | -34.9% |
| 1Y | -13.0% | +14.2% | -27.2% | -22.9% |
| 3Y | +35.9% | +56.1% | -20.2% | -8.6% |
| 5Y | +54.5% | +62.8% | -8.3% | -2.7% |
| All | +54.5% | +62.2% | -7.7% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling