+293.8%
VIAV vs IONS
-36.9%
+330.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.4% | -12.0% | -6.1% |
| 7D | +7.9% | -26.3% | +34.2% | +10.3% |
| 30D | -20.3% | -31.9% | +11.6% | -17.6% |
| 3M | -28.5% | -48.0% | +19.4% | -24.0% |
| 6M | -42.7% | -62.6% | +19.8% | -37.7% |
| YTD | +72.4% | -63.3% | +135.7% | +88.0% |
| 1Y | +81.5% | -58.4% | +139.8% | +94.7% |
| 3Y | +293.8% | -38.2% | +332.1% | +281.1% |
| All | +293.8% | -36.9% | +330.7% | +281.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling