+754.3%
VLO vs IONS
-29.6%
+783.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | -0.4% | -29.4% | +29.0% | +4.2% |
| 30D | -16.6% | -35.1% | +18.5% | -11.7% |
| 3M | +12.3% | -48.9% | +61.2% | +22.9% |
| 6M | +47.8% | -62.4% | +110.3% | +68.3% |
| YTD | +126.7% | -64.2% | +190.9% | +159.2% |
| 1Y | +105.4% | -60.9% | +166.3% | +130.9% |
| 3Y | +222.0% | -38.9% | +260.9% | +221.8% |
| 5Y | +449.8% | -15.6% | +465.4% | +391.6% |
| 10Y | +754.3% | -33.5% | +787.8% | +700.2% |
| All | +754.3% | -29.6% | +783.9% | +700.2% |
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