-5.0%
VEEV vs IONS
-12.9%
+7.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.5% |
| 7D | -7.1% | -8.7% | +1.6% | -7.2% |
| 30D | +11.1% | -1.6% | +12.7% | +11.0% |
| 3M | +55.5% | -24.9% | +80.4% | +55.3% |
| 6M | +33.4% | -25.7% | +59.0% | +32.9% |
| YTD | +16.8% | -29.2% | +46.0% | +15.9% |
| All | -5.0% | -12.9% | +7.9% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling