-14.8%
VEEV vs IONS
+52.5%
-67.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.3% |
| 7D | -7.1% | -8.7% | +1.6% | -5.5% |
| 30D | +11.1% | -1.6% | +12.7% | +11.2% |
| 3M | +55.5% | -24.9% | +80.4% | +62.4% |
| 6M | +33.4% | -25.7% | +59.0% | +39.3% |
| YTD | +16.8% | -29.2% | +46.0% | +22.9% |
| 1Y | -7.7% | -13.0% | +5.3% | -7.8% |
| 3Y | +18.4% | +35.9% | -17.6% | +0.1% |
| 5Y | -14.8% | +54.5% | -69.3% | -35.2% |
| All | -14.8% | +52.5% | -67.3% | -35.2% |
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