+135.2%
VGT vs IONS
+52.5%
+82.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +1.5% | -8.7% | +10.1% | +2.9% |
| 30D | +0.5% | -1.6% | +2.1% | +0.6% |
| 3M | +5.3% | -24.9% | +30.1% | +8.7% |
| 6M | +32.4% | -25.7% | +58.1% | +36.9% |
| YTD | +28.6% | -29.2% | +57.8% | +33.8% |
| 1Y | +37.6% | -13.0% | +50.7% | +37.7% |
| 3Y | +125.5% | +35.9% | +89.6% | +95.9% |
| 5Y | +135.2% | +54.5% | +80.7% | +90.5% |
| All | +135.2% | +52.5% | +82.7% | +90.5% |
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