+225.9%
VIK vs IONS
+35.7%
+190.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.3% |
| 7D | -0.8% | -8.7% | +7.9% | +0.3% |
| 30D | -18.0% | -1.6% | -16.4% | -18.0% |
| 3M | -5.8% | -24.9% | +19.1% | -3.6% |
| 6M | +17.2% | -25.7% | +42.8% | +20.1% |
| YTD | +19.1% | -29.2% | +48.3% | +22.8% |
| 1Y | +33.6% | -13.0% | +46.6% | +34.4% |
| All | +225.9% | +35.7% | +190.3% | +201.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling