-51.4%
VG vs IONS
+14.8%
-66.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | -22.0% | -9.4% | -12.6% | -21.6% |
| 30D | -11.6% | -10.7% | -0.9% | -11.1% |
| 3M | -14.9% | -27.7% | +12.8% | -13.3% |
| 6M | -3.5% | -48.7% | +45.2% | +0.1% |
| YTD | +70.0% | -50.2% | +120.1% | +76.6% |
| 1Y | +50.0% | -46.8% | +96.8% | +53.8% |
| All | -51.4% | +14.8% | -66.2% | -63.0% |
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