+22,605.8%
VLO vs IONS
+188.4%
+22,417.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -21.4% | +24.3% | +5.2% |
| 7D | -6.5% | -24.8% | +18.4% | -4.0% |
| 30D | -17.8% | -31.5% | +13.8% | -14.9% |
| 3M | +19.6% | -45.2% | +64.8% | +26.3% |
| 6M | +49.3% | -59.1% | +108.3% | +61.5% |
| YTD | +122.4% | -60.8% | +183.2% | +141.2% |
| 1Y | +107.4% | -57.9% | +165.3% | +123.1% |
| 3Y | +223.1% | -34.5% | +257.5% | +225.4% |
| 5Y | +432.2% | -8.8% | +441.0% | +408.1% |
| 10Y | +743.6% | -19.2% | +762.9% | +693.1% |
| All | +22,605.8% | +188.4% | +22,417.4% | +16,481.2% |
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 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