+5,393.5%
VRSN vs IONS
+311.3%
+5,082.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +0.1% | -4.8% | +4.9% | +0.9% |
| 30D | -0.2% | +7.2% | -7.4% | -1.6% |
| 3M | -0.3% | -22.7% | +22.4% | +3.4% |
| 6M | +23.0% | -26.9% | +49.9% | +28.6% |
| YTD | +21.3% | -26.6% | +47.9% | +26.4% |
| 1Y | +6.7% | -2.1% | +8.9% | +5.0% |
| 3Y | +45.0% | +43.4% | +1.5% | +26.9% |
| 5Y | +35.0% | +47.0% | -12.0% | +14.6% |
| 10Y | +276.3% | +97.2% | +179.2% | +174.5% |
| All | +5,393.5% | +311.3% | +5,082.2% | +1,691.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling