+237.5%
VIK vs IONS
+37.3%
+200.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +2.9% |
| 7D | +3.6% | -5.3% | +8.9% | +4.2% |
| 30D | -16.7% | +0.3% | -17.0% | -16.9% |
| 3M | -1.1% | -22.9% | +21.8% | +0.9% |
| 6M | +27.8% | -23.4% | +51.2% | +30.5% |
| YTD | +23.3% | -28.3% | +51.7% | +27.0% |
| 1Y | +38.2% | -7.0% | +45.2% | +37.8% |
| All | +237.5% | +37.3% | +200.1% | +212.0% |
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