+96.9%
VIAV vs IONS
-11.8%
+108.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.4% | -12.0% | -6.5% |
| 7D | +7.9% | -26.3% | +34.2% | +11.6% |
| 30D | -20.3% | -31.9% | +11.6% | -16.3% |
| 3M | -28.5% | -48.0% | +19.4% | -21.9% |
| 6M | -42.7% | -62.6% | +19.8% | -35.0% |
| YTD | +72.4% | -63.3% | +135.7% | +96.2% |
| 1Y | +81.5% | -58.4% | +139.8% | +102.0% |
| 3Y | +293.8% | -38.2% | +332.1% | +297.9% |
| All | +96.9% | -11.8% | +108.8% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling