-14.8%
IONS vs VO
+60.2%
-75.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -9.4% | -2.6% | -6.9% | -7.6% |
| 30D | -10.7% | -0.9% | -9.8% | -10.0% |
| 3M | -27.7% | -3.0% | -24.6% | -25.9% |
| 6M | -48.7% | +2.2% | -50.9% | -49.7% |
| YTD | -50.2% | +10.6% | -60.7% | -54.3% |
| 1Y | -46.8% | +12.5% | -59.3% | -51.9% |
| 3Y | -14.8% | +61.4% | -76.2% | -48.3% |
| All | -14.8% | +60.2% | -75.0% | -48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling