+59.7%
VIK vs IONS
-44.5%
+104.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.3% |
| 7D | +5.4% | -10.6% | +16.0% | +6.9% |
| 30D | +12.5% | -7.7% | +20.2% | +13.6% |
| 3M | -15.2% | -27.1% | +11.9% | -12.2% |
| 6M | +15.4% | -46.8% | +62.1% | +20.1% |
| YTD | +27.7% | -49.2% | +76.9% | +34.3% |
| 1Y | +59.7% | -44.9% | +104.6% | +66.3% |
| All | +59.7% | -44.5% | +104.3% | +66.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling