+443.5%
VRTX vs IONS
+88.4%
+355.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.6% |
| 7D | -3.4% | -5.3% | +1.9% | -2.2% |
| 30D | +6.6% | +0.3% | +6.4% | +6.5% |
| 3M | +19.4% | -22.9% | +42.3% | +25.6% |
| 6M | +15.8% | -23.4% | +39.2% | +22.0% |
| YTD | +16.7% | -28.3% | +45.0% | +24.8% |
| 1Y | +33.8% | -7.0% | +40.8% | +33.8% |
| 3Y | +54.2% | +37.6% | +16.6% | +32.5% |
| 5Y | +176.4% | +53.4% | +123.0% | +121.5% |
| 10Y | +443.5% | +83.9% | +359.6% | +245.3% |
| All | +443.5% | +88.4% | +355.1% | +245.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling