+83.1%
VSH vs IONS
-55.7%
+138.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -21.4% | +34.8% | +14.1% |
| 7D | +3.5% | -24.8% | +28.3% | +5.0% |
| 30D | -22.4% | -31.5% | +9.1% | -20.0% |
| 3M | -25.2% | -45.2% | +20.0% | -20.7% |
| 6M | -22.5% | -59.1% | +36.5% | -19.9% |
| YTD | +84.2% | -60.8% | +145.0% | +93.5% |
| All | +83.1% | -55.7% | +138.9% | +84.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling