+161.1%
VEA vs IONS
+87.6%
+73.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.7% | +1.4% |
| 7D | -1.5% | -6.7% | +5.2% | -0.6% |
| 30D | -0.8% | -4.1% | +3.3% | -0.4% |
| 3M | +2.5% | -26.6% | +29.0% | +5.5% |
| 6M | +11.1% | -27.5% | +38.7% | +14.6% |
| YTD | +17.2% | -31.5% | +48.6% | +21.5% |
| 1Y | +24.5% | -15.3% | +39.9% | +25.6% |
| 3Y | +75.4% | +31.3% | +44.1% | +62.8% |
| 5Y | +61.1% | +50.2% | +10.9% | +43.9% |
| All | +161.1% | +87.6% | +73.4% | +132.1% |
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