+776.1%
IVV vs IONS
+453.2%
+322.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.9% |
| 3M | +2.0% | -22.7% | +24.7% | +4.5% |
| 6M | +13.0% | -26.9% | +39.9% | +16.6% |
| YTD | +13.6% | -26.6% | +40.2% | +17.0% |
| 1Y | +20.1% | -2.1% | +22.2% | +19.0% |
| 3Y | +77.6% | +43.4% | +34.2% | +63.3% |
| 5Y | +82.5% | +47.0% | +35.5% | +64.2% |
| 10Y | +316.5% | +97.2% | +219.3% | +243.8% |
| All | +776.1% | +453.2% | +322.9% | +379.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling