+2,826.7%
VRT vs IONS
+32.0%
+2,794.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.0% | +4.2% |
| 7D | +13.6% | -5.3% | +18.9% | +14.9% |
| 30D | +6.8% | +0.3% | +6.5% | +6.3% |
| 3M | -3.2% | -22.9% | +19.7% | +0.9% |
| 6M | +20.3% | -23.4% | +43.7% | +25.5% |
| YTD | +79.6% | -28.3% | +107.9% | +90.2% |
| 1Y | +139.0% | -7.0% | +146.0% | +137.4% |
| 3Y | +644.6% | +37.6% | +607.0% | +535.8% |
| 5Y | +1,024.4% | +53.4% | +971.0% | +810.0% |
| All | +2,826.7% | +32.0% | +2,794.7% | +2,371.3% |
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