-4.4%
VEEV vs IONS
-11.8%
+7.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -1.5% |
| 7D | -0.7% | -26.3% | +25.6% | +4.2% |
| 30D | +1.4% | -31.9% | +33.3% | +8.0% |
| 3M | +19.4% | -48.0% | +67.3% | +33.3% |
| 6M | +93.6% | -62.6% | +156.2% | +128.4% |
| YTD | +35.1% | -63.3% | +98.3% | +59.3% |
| 1Y | +3.4% | -58.4% | +61.8% | +18.1% |
| 3Y | +81.4% | -38.2% | +119.6% | +79.7% |
| All | -4.4% | -11.8% | +7.4% | -22.3% |
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