+19.3%
VCIT vs IONS
-40.7%
+60.0%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.4% | -0.5% |
| 7D | +0.1% | -30.3% | +30.4% | +0.6% |
| 30D | +1.1% | -37.7% | +38.9% | +1.7% |
| 3M | -1.4% | -50.5% | +49.1% | -0.5% |
| 6M | -2.3% | -62.8% | +60.4% | -1.2% |
| YTD | -1.8% | -64.4% | +62.6% | -0.6% |
| 1Y | -1.0% | -59.5% | +58.5% | 0.0% |
| 3Y | +19.3% | -39.2% | +58.4% | +19.0% |
| All | +19.3% | -40.7% | +60.0% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling