+219.8%
IONS vs VO
+833.6%
-613.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.8% |
| 7D | -29.4% | +0.2% | -29.7% | -30.2% |
| 30D | -35.1% | +2.0% | -37.1% | -37.0% |
| 3M | -48.9% | -0.3% | -48.6% | -49.1% |
| 6M | -62.4% | +7.3% | -69.7% | -65.4% |
| YTD | -64.2% | +15.0% | -79.2% | -69.3% |
| 1Y | -60.9% | +14.7% | -75.6% | -66.4% |
| 3Y | -38.9% | +67.3% | -106.2% | -64.6% |
| 5Y | -15.6% | +38.8% | -54.4% | -41.6% |
| 10Y | -33.5% | +201.6% | -235.0% | -80.0% |
| All | +219.8% | +833.6% | -613.9% | -76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling