+3,942.9%
VMC vs IONS
+188.4%
+3,754.5%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -21.4% | +23.9% | +4.5% |
| 7D | +0.3% | -24.8% | +25.1% | +2.6% |
| 30D | +18.6% | -31.5% | +50.1% | +22.3% |
| 3M | +2.0% | -45.2% | +47.2% | +7.3% |
| 6M | +2.6% | -59.1% | +61.7% | +10.3% |
| YTD | +2.3% | -60.8% | +63.1% | +10.3% |
| 1Y | +1.7% | -57.9% | +59.5% | +8.9% |
| 3Y | +41.7% | -34.5% | +76.2% | +43.3% |
| 5Y | +46.6% | -8.8% | +55.5% | +42.2% |
| 10Y | +140.3% | -19.2% | +159.5% | +127.7% |
| All | +3,942.9% | +188.4% | +3,754.5% | +2,920.6% |
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