-1.1%
VMC vs IONS
-59.8%
+58.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.3% | 0.0% |
| 7D | +1.1% | -30.3% | +31.4% | +4.0% |
| 30D | +17.7% | -37.7% | +55.4% | +22.7% |
| 3M | +1.1% | -50.5% | +51.6% | +8.5% |
| 6M | +1.8% | -62.8% | +64.6% | +10.2% |
| YTD | +1.5% | -64.4% | +65.9% | +10.9% |
| 1Y | -1.1% | -59.5% | +58.3% | +3.2% |
| All | -1.1% | -59.8% | +58.6% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling