+250.0%
VSAT vs IONS
-16.4%
+266.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.6% | +6.1% | +7.4% |
| 7D | -17.0% | -9.4% | -7.5% | -15.3% |
| 30D | -9.8% | -10.7% | +1.0% | -7.6% |
| 3M | -22.0% | -27.7% | +5.7% | -17.3% |
| 6M | -5.0% | -48.7% | +43.7% | +6.1% |
| YTD | +85.6% | -50.2% | +135.7% | +107.8% |
| 1Y | +80.2% | -46.8% | +127.0% | +99.8% |
| 3Y | +250.0% | -14.8% | +264.9% | +233.6% |
| All | +250.0% | -16.4% | +266.4% | +233.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling