-1.8%
VGT vs IONS
-61.6%
+59.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.4% | -8.1% | -1.5% |
| 7D | +2.5% | -26.3% | +28.7% | +1.8% |
| 30D | -9.5% | -31.9% | +22.4% | -10.1% |
| 3M | -9.5% | -48.0% | +38.5% | -11.3% |
| 6M | -1.8% | -62.6% | +60.8% | -6.7% |
| All | -1.8% | -61.6% | +59.8% | -6.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling