+290.3%
VRSN vs IONS
+84.6%
+205.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.8% |
| 7D | -1.0% | -8.7% | +7.6% | +0.2% |
| 30D | -1.9% | -1.6% | -0.3% | -1.8% |
| 3M | +1.4% | -24.9% | +26.3% | +4.5% |
| 6M | +19.0% | -25.7% | +44.7% | +22.8% |
| YTD | +19.2% | -29.2% | +48.4% | +23.5% |
| 1Y | +1.7% | -13.0% | +14.7% | +1.9% |
| 3Y | +41.4% | +35.9% | +5.5% | +27.7% |
| 5Y | +31.7% | +54.5% | -22.8% | +13.7% |
| 10Y | +290.3% | +93.1% | +197.2% | +230.6% |
| All | +290.3% | +84.6% | +205.7% | +230.6% |
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