+79.3%
VEA vs IONS
+39.5%
+39.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.2% |
| 7D | +1.9% | -5.3% | +7.2% | +2.2% |
| 30D | +0.8% | +0.3% | +0.5% | +0.7% |
| 3M | +5.7% | -22.9% | +28.6% | +7.1% |
| 6M | +13.3% | -23.4% | +36.7% | +14.9% |
| YTD | +18.4% | -28.3% | +46.7% | +20.6% |
| 1Y | +27.0% | -7.0% | +34.0% | +26.7% |
| 3Y | +79.3% | +37.6% | +41.7% | +69.5% |
| All | +79.3% | +39.5% | +39.7% | +69.5% |
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 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