+14.1%
VNQ vs IONS
-44.5%
+58.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.8% | +3.2% |
| 7D | +6.8% | -10.6% | +17.4% | +7.4% |
| 30D | +10.0% | -7.7% | +17.7% | +10.4% |
| 3M | 0.0% | -27.1% | +27.1% | +1.5% |
| 6M | +4.5% | -46.8% | +51.3% | +7.1% |
| YTD | +13.9% | -49.2% | +63.2% | +16.9% |
| 1Y | +14.1% | -44.9% | +59.0% | +15.2% |
| All | +14.1% | -44.5% | +58.6% | +15.2% |
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