+1,934.0%
VRT vs IONS
-32.4%
+1,966.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.4% | -10.0% | -5.0% |
| 7D | +10.5% | -26.3% | +36.8% | +16.5% |
| 30D | -9.3% | -31.9% | +22.6% | -2.5% |
| 3M | -29.6% | -48.0% | +18.4% | -20.0% |
| 6M | -45.4% | -62.6% | +17.2% | -34.1% |
| YTD | +24.8% | -63.3% | +88.1% | +51.2% |
| 1Y | +23.6% | -58.4% | +82.0% | +45.4% |
| 3Y | +379.7% | -38.2% | +417.9% | +388.4% |
| 5Y | +660.3% | -11.1% | +671.4% | +588.6% |
| All | +1,934.0% | -32.4% | +1,966.4% | +1,864.1% |
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