+303.7%
VRSN vs IONS
-36.2%
+339.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | 0.0% |
| 7D | +0.1% | -29.6% | +29.7% | +4.7% |
| 30D | +3.6% | -35.6% | +39.1% | +9.5% |
| 3M | +10.8% | -51.7% | +62.5% | +21.7% |
| 6M | +9.9% | -64.0% | +73.9% | +25.0% |
| YTD | +29.8% | -65.5% | +95.3% | +48.0% |
| 1Y | +26.3% | -62.4% | +88.7% | +42.0% |
| 3Y | +53.5% | -41.1% | +94.6% | +55.3% |
| 5Y | +34.8% | -16.5% | +51.2% | +24.5% |
| All | +303.7% | -36.2% | +339.9% | +284.9% |
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