+1,333.6%
VSH vs IONS
+440.4%
+893.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.4% |
| 7D | +4.1% | -4.8% | +8.9% | +4.9% |
| 30D | -4.2% | +7.2% | -11.4% | -5.3% |
| 3M | -50.0% | -22.7% | -27.3% | -48.4% |
| 6M | +80.2% | -26.9% | +107.1% | +87.6% |
| YTD | +121.1% | -26.6% | +147.7% | +130.0% |
| 1Y | +112.0% | -2.1% | +114.1% | +110.1% |
| 3Y | +22.5% | +43.4% | -20.9% | +11.2% |
| 5Y | +64.0% | +47.0% | +17.1% | +45.1% |
| 10Y | +170.4% | +97.2% | +73.2% | +116.2% |
| All | +1,333.6% | +440.4% | +893.2% | +596.0% |
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