+21,950.3%
VLO vs IONS
+266.7%
+21,683.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.5% |
| 7D | -13.3% | -9.4% | -3.9% | -12.4% |
| 30D | -18.3% | -10.7% | -7.6% | -17.4% |
| 3M | +14.3% | -27.7% | +42.0% | +17.8% |
| 6M | +47.6% | -48.7% | +96.3% | +56.7% |
| YTD | +116.0% | -50.2% | +166.1% | +129.3% |
| 1Y | +101.0% | -46.8% | +147.8% | +111.8% |
| 3Y | +199.0% | -14.8% | +213.9% | +194.2% |
| 5Y | +419.0% | +17.0% | +402.0% | +384.6% |
| 10Y | +778.2% | +45.3% | +732.9% | +680.6% |
| All | +21,950.3% | +266.7% | +21,683.6% | +15,667.3% |
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