+1,522.2%
VFC vs IONS
+266.7%
+1,255.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | +11.2% | -9.4% | +20.6% | +12.0% |
| 30D | +41.5% | -10.7% | +52.2% | +42.7% |
| 3M | +38.9% | -27.7% | +66.6% | +42.3% |
| 6M | +6.1% | -48.7% | +54.8% | +11.2% |
| YTD | +14.5% | -50.2% | +64.7% | +20.2% |
| 1Y | +46.0% | -46.8% | +92.8% | +52.3% |
| 3Y | +36.4% | -14.8% | +51.2% | +35.8% |
| 5Y | -67.5% | +17.0% | -84.5% | -68.7% |
| 10Y | -45.8% | +45.3% | -91.1% | -49.5% |
| All | +1,522.2% | +266.7% | +1,255.5% | +1,163.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling