+35.7%
IONS vs VSXY
+353.1%
-317.5%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -1.0% |
| 7D | -8.7% | -10.7% | +2.1% | -8.1% |
| 30D | -1.6% | -24.3% | +22.6% | -0.1% |
| 3M | -24.9% | +1.0% | -25.9% | -25.0% |
| 6M | -25.7% | +57.4% | -83.0% | -28.5% |
| YTD | -29.2% | +39.8% | -69.0% | -31.5% |
| 1Y | -13.0% | +196.5% | -209.5% | -20.6% |
| All | +35.7% | +353.1% | -317.5% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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