-100.0%
VIVK vs IONS
-44.5%
-55.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.5% | -0.7% | -26.8% | -27.2% |
| 7D | -68.7% | -10.6% | -58.1% | -67.0% |
| 30D | -90.0% | -7.7% | -82.3% | -89.5% |
| 3M | -98.1% | -27.1% | -71.0% | -97.8% |
| 6M | -99.9% | -46.8% | -53.1% | -99.9% |
| YTD | -99.9% | -49.2% | -50.7% | -99.9% |
| 1Y | -100.0% | -44.9% | -55.1% | -100.0% |
| All | -100.0% | -44.5% | -55.5% | -100.0% |
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 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