-55.4%
IONS vs VO
+13.8%
-69.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +2.7% | -24.1% | -22.3% |
| 7D | -24.8% | -0.1% | -24.7% | -24.2% |
| 30D | -31.5% | +0.5% | -32.0% | -31.3% |
| 3M | -45.2% | -1.0% | -44.2% | -44.6% |
| 6M | -59.1% | +6.4% | -65.5% | -60.7% |
| YTD | -60.8% | +13.6% | -74.4% | -64.7% |
| All | -55.4% | +13.8% | -69.2% | -60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling