+47.7%
IONS vs VT
+75.0%
-27.3%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -4.8% | +0.4% | -5.3% | -5.2% |
| 30D | +7.2% | +1.0% | +6.2% | +6.4% |
| 3M | -22.7% | +2.4% | -25.1% | -24.3% |
| 6M | -26.9% | +12.0% | -38.9% | -33.5% |
| YTD | -26.6% | +15.3% | -41.9% | -34.8% |
| 1Y | -2.1% | +22.6% | -24.7% | -17.5% |
| All | +47.7% | +75.0% | -27.3% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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