+2,110.3%
VGT vs IONS
+200.1%
+1,910.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | 0.0% |
| 7D | +5.6% | -29.6% | +35.2% | +10.8% |
| 30D | -10.6% | -35.6% | +25.0% | -5.0% |
| 3M | -6.9% | -51.7% | +44.8% | +3.1% |
| 6M | +0.9% | -64.0% | +64.9% | +15.9% |
| YTD | +20.4% | -65.5% | +85.9% | +38.9% |
| 1Y | +17.4% | -62.4% | +79.8% | +33.5% |
| 3Y | +106.3% | -41.1% | +147.4% | +112.1% |
| 5Y | +107.9% | -16.5% | +124.3% | +98.4% |
| 10Y | +730.9% | -35.8% | +766.8% | +684.7% |
| All | +2,110.3% | +200.1% | +1,910.2% | +1,217.5% |
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 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