+140.1%
VIAV vs IONS
+52.5%
+87.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.3% |
| 7D | +13.6% | -8.7% | +22.2% | +15.1% |
| 30D | +5.3% | -1.6% | +6.9% | +5.4% |
| 3M | -15.6% | -24.9% | +9.3% | -13.1% |
| 6M | +34.0% | -25.7% | +59.7% | +38.0% |
| YTD | +119.9% | -29.2% | +149.1% | +128.7% |
| 1Y | +235.2% | -13.0% | +248.2% | +236.2% |
| 3Y | +299.8% | +35.9% | +263.9% | +254.5% |
| 5Y | +140.1% | +54.5% | +85.6% | +103.9% |
| All | +140.1% | +52.5% | +87.6% | +103.9% |
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