+521.5%
VALE vs IONS
+84.6%
+436.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | -1.8% | -8.7% | +6.8% | -0.5% |
| 30D | +6.7% | -1.6% | +8.3% | +6.9% |
| 3M | +4.9% | -24.9% | +29.8% | +8.5% |
| 6M | +3.6% | -25.7% | +29.3% | +7.2% |
| YTD | +21.9% | -29.2% | +51.1% | +27.1% |
| 1Y | +61.6% | -13.0% | +74.6% | +62.8% |
| 3Y | +52.1% | +35.9% | +16.2% | +37.7% |
| 5Y | +43.2% | +54.5% | -11.3% | +21.9% |
| 10Y | +521.5% | +93.1% | +428.4% | +376.5% |
| All | +521.5% | +84.6% | +436.9% | +376.5% |
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 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