+557.4%
VRTX vs IONS
+17.3%
+540.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.5% |
| 7D | -2.1% | -9.4% | +7.3% | +0.2% |
| 30D | +8.2% | -10.7% | +18.9% | +11.1% |
| 3M | +13.0% | -27.7% | +40.7% | +21.6% |
| 6M | +27.9% | -48.7% | +76.6% | +47.8% |
| YTD | +20.7% | -50.2% | +70.8% | +40.3% |
| 1Y | +31.4% | -46.8% | +78.2% | +50.1% |
| 3Y | +41.8% | -14.8% | +56.7% | +38.1% |
| 5Y | +183.7% | +17.0% | +166.7% | +143.1% |
| All | +557.4% | +17.3% | +540.1% | +356.7% |
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 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