+108.5%
VGT vs IONS
-38.5%
+146.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.9% |
| 7D | -1.6% | -29.4% | +27.9% | +1.2% |
| 30D | -10.1% | -35.1% | +25.0% | -6.8% |
| 3M | -5.3% | -48.9% | +43.6% | +0.3% |
| 6M | +0.2% | -62.4% | +62.7% | +8.5% |
| YTD | +21.1% | -64.2% | +85.3% | +31.6% |
| 1Y | +18.2% | -60.9% | +79.1% | +27.0% |
| All | +108.5% | -38.5% | +146.9% | +98.0% |
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