-38.8%
IONS vs VO
+197.6%
-236.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | -26.3% | +3.1% | -29.4% | -28.7% |
| 30D | -31.9% | +2.2% | -34.1% | -33.7% |
| 3M | -48.0% | -2.5% | -45.5% | -47.1% |
| 6M | -62.6% | +7.0% | -69.5% | -65.1% |
| YTD | -63.3% | +14.0% | -77.3% | -67.7% |
| 1Y | -58.4% | +15.6% | -74.0% | -63.9% |
| 3Y | -38.2% | +66.2% | -104.4% | -61.7% |
| 5Y | -11.1% | +36.6% | -47.7% | -34.2% |
| All | -38.8% | +197.6% | -236.4% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling