+109.0%
VSH vs IONS
-7.3%
+116.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.3% | -0.7% |
| 7D | +6.2% | -5.3% | +11.5% | +7.1% |
| 30D | -11.1% | +0.3% | -11.4% | -11.3% |
| 3M | -44.9% | -22.9% | -22.0% | -46.4% |
| 6M | +90.0% | -23.4% | +113.4% | +84.9% |
| YTD | +118.8% | -28.3% | +147.1% | +118.6% |
| 1Y | +109.0% | -7.0% | +116.0% | +90.5% |
| All | +109.0% | -7.3% | +116.3% | +90.5% |
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 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