+125.7%
VMC vs IONS
-32.1%
+157.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.4% | -7.0% | -1.4% |
| 7D | -1.3% | -26.3% | +25.0% | +2.3% |
| 30D | +15.5% | -31.9% | +47.4% | +20.9% |
| 3M | +0.6% | -48.0% | +48.6% | +9.3% |
| 6M | +2.1% | -62.6% | +64.6% | +15.2% |
| YTD | -1.6% | -63.3% | +61.7% | +11.3% |
| 1Y | -1.2% | -58.4% | +57.2% | +9.7% |
| 3Y | +35.3% | -38.2% | +73.5% | +37.5% |
| 5Y | +43.6% | -11.1% | +54.7% | +34.8% |
| All | +125.7% | -32.1% | +157.8% | +112.4% |
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