+27.2%
VRSN vs IONS
-59.8%
+86.9%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.1% | +10.8% | +1.7% |
| 7D | -0.9% | -30.3% | +29.4% | -1.0% |
| 30D | +2.4% | -37.7% | +40.2% | +2.2% |
| 3M | +6.4% | -50.5% | +56.9% | +5.6% |
| 6M | +8.6% | -62.8% | +71.3% | +7.2% |
| YTD | +29.3% | -64.4% | +93.6% | +24.7% |
| 1Y | +27.2% | -59.5% | +86.7% | +19.8% |
| All | +27.2% | -59.8% | +86.9% | +19.8% |
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