+75.3%
VIAV vs IONS
-44.5%
+119.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.1% |
| 7D | -14.7% | -10.6% | -4.2% | -13.4% |
| 30D | -37.4% | -7.7% | -29.7% | -36.5% |
| 3M | -27.1% | -27.1% | 0.0% | -25.0% |
| 6M | -44.0% | -46.8% | +2.8% | -44.1% |
| YTD | +64.9% | -49.2% | +114.1% | +68.4% |
| 1Y | +75.3% | -44.9% | +120.2% | +72.8% |
| All | +75.3% | -44.5% | +119.8% | +72.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling