+2,072.9%
VGT vs IONS
+219.3%
+1,853.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.4% | -8.1% | -2.7% |
| 7D | +2.5% | -26.3% | +28.7% | +6.6% |
| 30D | -9.5% | -31.9% | +22.4% | -4.6% |
| 3M | -9.5% | -48.0% | +38.5% | -0.9% |
| 6M | -1.8% | -62.6% | +60.8% | +12.1% |
| YTD | +18.4% | -63.3% | +81.7% | +35.2% |
| 1Y | +18.7% | -58.4% | +77.1% | +32.9% |
| 3Y | +103.8% | -38.2% | +142.0% | +108.0% |
| 5Y | +104.4% | -11.1% | +115.5% | +93.1% |
| 10Y | +716.9% | -31.7% | +748.6% | +663.8% |
| All | +2,072.9% | +219.3% | +1,853.6% | +1,182.4% |
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