+0.4%
VSAT vs IONS
+84.6%
-84.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.7% | -6.6% |
| 7D | +3.5% | -8.7% | +12.1% | +5.7% |
| 30D | -14.7% | -1.6% | -13.1% | -14.5% |
| 3M | +13.2% | -24.9% | +38.1% | +19.7% |
| 6M | +57.4% | -25.7% | +83.0% | +66.8% |
| YTD | +110.0% | -29.2% | +139.2% | +124.8% |
| 1Y | +134.4% | -13.0% | +147.4% | +138.9% |
| 3Y | +203.5% | +35.9% | +167.6% | +161.5% |
| 5Y | +47.1% | +54.5% | -7.4% | +19.8% |
| 10Y | +0.4% | +93.1% | -92.7% | -26.2% |
| All | +0.4% | +84.6% | -84.2% | -26.2% |
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