+60.9%
VEA vs IONS
+52.5%
+8.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.7% |
| 7D | +0.3% | -8.7% | +9.0% | +1.2% |
| 30D | +0.4% | -1.6% | +2.1% | +0.5% |
| 3M | +4.8% | -24.9% | +29.7% | +7.3% |
| 6M | +11.3% | -25.7% | +36.9% | +13.9% |
| YTD | +17.4% | -29.2% | +46.6% | +20.8% |
| 1Y | +26.2% | -13.0% | +39.2% | +26.7% |
| 3Y | +77.7% | +35.9% | +41.8% | +64.1% |
| 5Y | +60.9% | +54.5% | +6.4% | +43.9% |
| All | +60.9% | +52.5% | +8.4% | +43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling