+139.0%
VRT vs IONS
-7.3%
+146.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.0% | +4.0% |
| 7D | +13.6% | -5.3% | +18.9% | +14.3% |
| 30D | +6.8% | +0.3% | +6.5% | +6.2% |
| 3M | -3.2% | -22.9% | +19.7% | -4.3% |
| 6M | +20.3% | -23.4% | +43.7% | +19.1% |
| YTD | +79.6% | -28.3% | +107.9% | +82.4% |
| 1Y | +139.0% | -7.0% | +146.0% | +147.3% |
| All | +139.0% | -7.3% | +146.3% | +147.3% |
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 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