+80.3%
IVV vs IONS
-34.1%
+114.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -21.4% | +23.7% | +3.8% |
| 7D | +0.1% | -24.8% | +24.9% | +1.9% |
| 30D | -3.3% | -31.5% | +28.2% | -0.9% |
| 3M | -2.4% | -45.2% | +42.8% | +1.7% |
| 6M | +2.6% | -59.1% | +61.7% | +8.7% |
| YTD | +11.3% | -60.8% | +72.1% | +18.3% |
| 1Y | +13.4% | -57.9% | +71.3% | +19.7% |
| 3Y | +80.3% | -34.5% | +114.8% | +73.8% |
| All | +80.3% | -34.1% | +114.4% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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