+387.0%
VIAV vs IONS
+92.6%
+294.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.4% |
| 7D | +11.2% | -4.3% | +15.5% | +12.0% |
| 30D | -2.6% | +0.4% | -3.0% | -2.8% |
| 3M | -20.1% | -24.1% | +4.0% | -17.4% |
| 6M | +25.8% | -26.4% | +52.3% | +30.6% |
| YTD | +109.9% | -29.7% | +139.5% | +119.9% |
| 1Y | +214.3% | -13.0% | +227.3% | +216.4% |
| 3Y | +281.6% | +35.0% | +246.6% | +239.9% |
| 5Y | +132.6% | +54.2% | +78.4% | +97.2% |
| All | +387.0% | +92.6% | +294.4% | +287.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling