+12,036.0%
VRTX vs IONS
+405.1%
+11,630.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | +0.8% | -4.8% | +5.7% | +2.0% |
| 30D | +12.6% | +7.2% | +5.4% | +10.6% |
| 3M | +23.6% | -22.7% | +46.3% | +30.1% |
| 6M | +14.3% | -26.9% | +41.2% | +21.9% |
| YTD | +20.5% | -26.6% | +47.0% | +28.3% |
| 1Y | +37.6% | -2.1% | +39.7% | +35.9% |
| 3Y | +55.5% | +43.4% | +12.1% | +32.8% |
| 5Y | +175.7% | +47.0% | +128.8% | +125.6% |
| 10Y | +474.2% | +97.2% | +377.0% | +297.7% |
| All | +12,036.0% | +405.1% | +11,630.9% | +3,957.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling