+83.1%
IVV vs IONS
+47.7%
+35.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +0.1% | -4.8% | +5.0% | +0.7% |
| 30D | +0.1% | +7.2% | -7.1% | -0.8% |
| 3M | +2.0% | -22.7% | +24.7% | +4.3% |
| 6M | +13.0% | -26.9% | +39.9% | +16.3% |
| YTD | +13.6% | -26.6% | +40.2% | +16.7% |
| 1Y | +20.1% | -2.1% | +22.2% | +18.5% |
| 3Y | +77.6% | +43.4% | +34.2% | +59.6% |
| All | +83.1% | +47.7% | +35.3% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling