+3,561.7%
VMC vs IONS
+440.4%
+3,121.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -4.3% | -4.8% | +0.5% | -3.9% |
| 30D | -8.2% | +7.2% | -15.4% | -8.9% |
| 3M | -7.0% | -22.7% | +15.6% | -5.3% |
| 6M | -10.8% | -26.9% | +16.1% | -8.6% |
| YTD | -7.4% | -26.6% | +19.2% | -5.3% |
| 1Y | -9.5% | -2.1% | -7.4% | -10.0% |
| 3Y | +20.5% | +43.4% | -23.0% | +13.8% |
| 5Y | +51.6% | +47.0% | +4.6% | +41.1% |
| 10Y | +150.0% | +97.2% | +52.9% | +119.2% |
| All | +3,561.7% | +440.4% | +3,121.3% | +2,494.7% |
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