+13.8%
VRT vs IONS
-44.5%
+58.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.7% | -12.2% | -12.8% |
| 7D | -15.4% | -10.6% | -4.8% | -13.9% |
| 30D | -19.0% | -7.7% | -11.3% | -17.9% |
| 3M | -23.8% | -27.1% | +3.3% | -20.8% |
| 6M | -37.9% | -46.8% | +8.9% | -35.4% |
| YTD | +27.0% | -49.2% | +76.2% | +35.0% |
| 1Y | +13.8% | -44.9% | +58.7% | +18.9% |
| All | +13.8% | -44.5% | +58.3% | +18.9% |
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 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