+20.2%
VEEV vs IONS
+39.5%
-19.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.4% | -3.5% |
| 7D | -5.2% | -5.3% | +0.1% | -4.6% |
| 30D | +14.9% | +0.3% | +14.6% | +14.7% |
| 3M | +58.4% | -22.9% | +81.2% | +61.9% |
| 6M | +35.5% | -23.4% | +58.9% | +38.4% |
| YTD | +18.6% | -28.3% | +47.0% | +22.1% |
| 1Y | -6.3% | -7.0% | +0.7% | -7.6% |
| 3Y | +20.2% | +37.6% | -17.4% | +11.6% |
| All | +20.2% | +39.5% | -19.3% | +11.6% |
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