+61.8%
VNQ vs IONS
+87.6%
-25.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.0% |
| 7D | -1.3% | -6.7% | +5.4% | -0.5% |
| 30D | -2.6% | -4.1% | +1.5% | -2.2% |
| 3M | -2.0% | -26.6% | +24.5% | +0.9% |
| 6M | +4.3% | -27.5% | +31.8% | +7.6% |
| YTD | +9.2% | -31.5% | +40.7% | +13.2% |
| 1Y | +5.6% | -15.3% | +21.0% | +6.5% |
| 3Y | +30.8% | +31.3% | -0.4% | +21.3% |
| 5Y | +8.0% | +50.2% | -42.2% | -3.6% |
| All | +61.8% | +87.6% | -25.9% | +46.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling