+3,841.8%
VMC vs IONS
+266.7%
+3,575.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.1% |
| 7D | +0.5% | -9.4% | +9.9% | +1.4% |
| 30D | +15.8% | -10.7% | +26.5% | +16.9% |
| 3M | +0.6% | -27.7% | +28.2% | +3.4% |
| 6M | -4.0% | -48.7% | +44.7% | +1.4% |
| YTD | -0.3% | -50.2% | +49.9% | +5.5% |
| 1Y | -0.5% | -46.8% | +46.3% | +4.6% |
| 3Y | +39.6% | -14.8% | +54.4% | +38.2% |
| 5Y | +50.1% | +17.0% | +33.0% | +42.7% |
| 10Y | +163.9% | +45.3% | +118.6% | +138.2% |
| All | +3,841.8% | +266.7% | +3,575.1% | +2,790.2% |
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