+3,202.9%
VIAV vs IONS
+668.9%
+2,534.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -2.4% | +13.5% | +11.6% |
| 7D | +11.3% | -5.3% | +16.6% | +12.4% |
| 30D | -1.0% | +0.3% | -1.3% | -1.2% |
| 3M | -20.5% | -22.9% | +2.4% | -17.7% |
| 6M | +39.0% | -23.4% | +62.4% | +43.8% |
| YTD | +117.5% | -28.3% | +145.8% | +128.1% |
| 1Y | +233.8% | -7.0% | +240.8% | +232.6% |
| 3Y | +295.4% | +37.6% | +257.8% | +250.8% |
| 5Y | +134.3% | +53.4% | +80.9% | +98.7% |
| 10Y | +398.7% | +83.9% | +314.8% | +274.2% |
| All | +3,202.9% | +668.9% | +2,534.0% | +1,152.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling