+23,495.0%
VLO vs IONS
+440.4%
+23,054.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +5.2% | -4.8% | +10.1% | +5.7% |
| 30D | +22.6% | +7.2% | +15.4% | +21.6% |
| 3M | +43.8% | -22.7% | +66.5% | +46.7% |
| 6M | +65.7% | -26.9% | +92.6% | +69.8% |
| YTD | +131.1% | -26.6% | +157.7% | +136.4% |
| 1Y | +143.6% | -2.1% | +145.8% | +141.4% |
| 3Y | +201.4% | +43.4% | +157.9% | +181.0% |
| 5Y | +568.9% | +47.0% | +521.9% | +510.8% |
| 10Y | +891.8% | +97.2% | +794.6% | +754.5% |
| All | +23,495.0% | +440.4% | +23,054.6% | +16,154.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling