+29.0%
VRSN vs IONS
+51.6%
-22.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -3.1% |
| 7D | -2.1% | -5.3% | +3.2% | -1.6% |
| 30D | -3.9% | +0.3% | -4.2% | -4.0% |
| 3M | -0.1% | -22.9% | +22.8% | +1.9% |
| 6M | +16.4% | -23.4% | +39.8% | +18.7% |
| YTD | +17.2% | -28.3% | +45.6% | +20.2% |
| 1Y | +1.0% | -7.0% | +8.0% | 0.0% |
| 3Y | +39.1% | +37.6% | +1.5% | +25.7% |
| 5Y | +29.0% | +53.4% | -24.4% | +12.0% |
| All | +29.0% | +51.6% | -22.6% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling