+186.5%
IONS vs VT
+346.0%
-159.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | -9.4% | -2.3% | -7.1% | -7.4% |
| 30D | -10.7% | -5.0% | -5.8% | -6.2% |
| 3M | -27.7% | -4.9% | -22.8% | -24.0% |
| 6M | -48.7% | -1.5% | -47.2% | -48.3% |
| YTD | -50.2% | +8.5% | -58.7% | -54.4% |
| 1Y | -46.8% | +11.4% | -58.2% | -52.6% |
| 3Y | -14.8% | +70.1% | -84.9% | -50.1% |
| 5Y | +17.0% | +53.7% | -36.7% | -24.6% |
| 10Y | +45.3% | +220.0% | -174.7% | -54.2% |
| All | +186.5% | +346.0% | -159.5% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling