+454.5%
V vs IONS
-27.6%
+482.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.3% | +1.5% |
| 7D | +0.6% | -30.3% | +30.9% | +5.6% |
| 30D | +9.7% | -37.7% | +47.5% | +17.1% |
| 3M | +17.3% | -50.5% | +67.8% | +29.3% |
| 6M | +33.2% | -62.8% | +96.0% | +52.0% |
| YTD | +21.3% | -64.4% | +85.7% | +39.2% |
| 1Y | +27.3% | -59.5% | +86.8% | +43.0% |
| 3Y | +76.1% | -39.2% | +115.3% | +78.4% |
| 5Y | +103.5% | -15.3% | +118.8% | +87.7% |
| 10Y | +454.5% | -31.2% | +485.6% | +434.2% |
| All | +454.5% | -27.6% | +482.1% | +434.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling