+6.8%
VRT vs IONS
-55.7%
+62.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -21.4% | +31.0% | +11.0% |
| 7D | -10.6% | -24.8% | +14.2% | -8.7% |
| 30D | -17.4% | -31.5% | +14.1% | -14.4% |
| 3M | -26.4% | -45.2% | +18.8% | -21.6% |
| 6M | -41.0% | -59.1% | +18.0% | -37.5% |
| YTD | +23.8% | -60.8% | +84.6% | +33.9% |
| All | +6.8% | -55.7% | +62.6% | +7.7% |
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