+188.2%
VRTX vs IONS
-11.8%
+200.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -1.9% |
| 7D | -1.6% | -26.3% | +24.7% | +3.2% |
| 30D | +8.0% | -31.9% | +40.0% | +14.8% |
| 3M | +4.3% | -48.0% | +52.3% | +16.2% |
| 6M | +18.9% | -62.6% | +81.4% | +39.4% |
| YTD | +18.8% | -63.3% | +82.1% | +39.7% |
| 1Y | +24.0% | -58.4% | +82.3% | +42.6% |
| 3Y | +42.1% | -38.2% | +80.4% | +47.4% |
| All | +188.2% | -11.8% | +200.1% | +173.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling