+735.8%
IVV vs IONS
+269.5%
+466.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.4% | -1.0% | -4.0% |
| 7D | -4.8% | -12.6% | +7.8% | -3.1% |
| 30D | -5.9% | -11.8% | +5.9% | -4.5% |
| 3M | -4.5% | -28.4% | +23.9% | -0.7% |
| 6M | +1.8% | -48.4% | +50.3% | +9.6% |
| YTD | +8.4% | -51.0% | +59.3% | +17.2% |
| 1Y | +9.4% | -48.0% | +57.4% | +17.3% |
| 3Y | +75.3% | -17.8% | +93.0% | +73.0% |
| 5Y | +67.8% | +15.2% | +52.6% | +55.8% |
| 10Y | +314.2% | +43.0% | +271.1% | +256.2% |
| All | +735.8% | +269.5% | +466.3% | +380.3% |
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 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